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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Many of life's failures are people who did not realize how close they were to success when they gave up.

Thomas Edison

Outperforming the majority of investors requires doing what they are not doing.

John Templeton

Consensus won't create great ideas.  Basically, a good investment idea is pretty unusual and has to be a somewhat lonely insight. If the merit of an idea is visible to a lot of people, it quickly cuts into the price.

Ken Heebner

Baseball is ninety percent mental.  The other half is physical.   

Yogi Berra

In investing, what is comfortable is rarely profitable.            

Robert Arnott