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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A bear market is a period of time during which people who think this time is different sell their common stocks—at prices which will never be seen again—to people who know that this time is never different.

Nick Murray

The stock market is the story of cycles and of the human behavior that is responsible for overreactions in both directions.

Seth Klarman

Price is what you pay.  Value is what you get.

Warren Buffett

Widespread fear is your friend as an investor, because it serves up bargain purchases. Personal fear is your enemy. It will also be unwarranted.

Warren Buffett

Diversification is a poor substitute for thinking.

Warren Buffett