Our Values

  • Our business was built one client at a time. We believe in developing long-lasting relationships based on trust, understanding client needs, and delivering strong performance.
  • We know and respect that you have worked very hard to accumulate your wealth. Our mission is to work just as hard to protect and increase it.
  • Our expertise is based on modern analysis techniques, steadfast research, and over 41 years of investment experience accumulated between the two principals.
  • We believe that tax consequences cannot be ignored. We fully integrate tax issues with portfolio management.
  • We pride ourselves on the level of individual attention we provide to you and your portfolio. 
  • We believe that you should find comfort in knowing that professionals are stewarding your financial assets, so that you, in turn, can focus on all the other areas of your life.






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