Mission:
To provide non-biased investment advice to each and every client we serve. Not every investor has the same investment goals and risk tolerance. Our portfolios are built to meet each and every unique financial situation. We educate our clients so they understand the investments they own without the use of the expensive, difficult to understand products created by Wall Street.
Philosophy:
We take our fiduciary role very seriously. Every portfolio we build is designed to meet each client’s unique financial situation, and we research each and every security we buy. The number of products available in the Financial Services industry is mind-numbing. We keep things simple by avoiding the noise, and focusing on quality companies and highly rated fixed income securities. We do not sell products; rather, we construct well-managed portfolios comprised of individual securities. We have learned through more than 40 years of combined experience that if it sounds too good to be true, avoid it.
Relationship Approach:
We believe that communication with our clients is crucial to creating a long-term relationship built on trust. We understand that markets can be volatile and it’s our duty as investment advisors to make sure our clients don’t make bad investment decisions during market downturns and maintain a long-term focus on their goals and objectives.