OUR INVESTMENT
APPROACH

We practice intelligent investing
for a nationwide clientele. 

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WHAT MAKES
US UNIQUE

Investors have many options when
selecting an adviser.  
Here's what sets us apart.

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INVESTING FOR
AND IN RETIREMENT

 

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When you feel like bragging about a stock, it’s probably time to sell.

John Neff

The stock market is filled with individuals who know the price of everything, but the value of nothing.

Phillip Fisher

There isn’t a diploma in the world that’s more valuable than your integrity—and you can’t buy your integrity back.                                                           

Jason Gay, The Wall Street Journal

People think computers will keep them from making mistakes.  They're wrong.  With computers you may mistakes faster.

Adam Osborne, creator of first commercially-available portable computer

Avoid popularity. It has many snares, and no real benefit.

William Penn