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 any guy offers you a chance to earn lots of money without risk, don’t listen to the rest of his sentence. Follow this and you’ll save yourself a lot of money.

Charlie Munger

Wide diversification is only required when investors do not understand what they are doing.

Warren Buffett

The investor’s chief problem—and even his worst enemy—is likely to be himself.

Benjamin Graham

In the current up-cycle, over-weighted, liquid, large-cap stocks have benefitted from forced buying on the part of passive vehicles [e.g, index funds], which don't have the option to refrain from buying a stock just because it's overpriced.

Howard Marks

The most important quality for an investor is temperament, not intellect.

Warren Buffett