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 invesments they own without the use of the expensive, difficult to understand products created by Wall Street.
The role of a fiduciary is a responsibility we take very seriously. Every portfolio we build is designed to meet each client’s unique financial situation. We research each and every security we own on a daily basis. The amount of products being sold in the Financial Services industry is mind numbing. We keep things simple by avoiding the noise and focusing on investing in quality companies and high rated fixed income securities. We do not sell products, but we do construct well managed portfolios of individual securities. We have learned with 40 plus years of combined experience that if it sounds too good to be true, avoid it.
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.