OUR INVESTMENT
APPROACH

We practice intelligent investing
for a nationwide clientele. 

Learn More

WHAT MAKES
US UNIQUE

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

Learn More

INVESTING FOR
AND IN RETIREMENT

 

Learn More

Opportunity is missed by most people because it is dressed in overalls and looks like work.

Thomas Edison

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

John Neff

I don’t think it is terribly hard to spot a bubble. … I’ve been doing this now for 50 years, and I’ve lived through a few bubbles, and I’ve seen bubble behavior. Almost every bubble is characterized by people saying about a certain asset or a certain asset class, ‘There is no price too high.’

Howard Marks

A pin lies in wait for every bubble.  And when the two eventually meet, a new wave of investors learns some very old lessons:  First, many on Wall Street will sell investors anything they will buy.  Second, speculation is most dangerous when it looks easiest.

Warren Buffett

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

Warren Buffett