Our Philosophy
Your financial success is our goal and mission.
We help you succeed through
Our Advantage
Our goal for investing in the marketplace is your wealth maximization. We strive to significantly increase your odds for success in investments through our extensive training and the time we devote to the portfolio management activity. We anticipate changes in fundamental and technical trends in financial markets, maintain a historical perspective, are cognizant of the business cycle, and interpret monetary policy and its impact on security prices and consequently your portfolio. We assume a long-term horizon for investment decision-making and take into account your ability and willingness to take risk. We employ a series of disciplines – qualitative and quantitative, to seek out basic market values utilizing comprehensive fundamental, technical, and economic analyses.
We pursue dynamic strategies to analyze markets from top down and bottom up perspectives. We structure portfolios to minimize market risk, provide growth and reasonable current income. Our investment programs are designed to meet your objectives within realistic limits of capital markets. Based on our thoughtful and insightful research, we pursue an active global multi-asset total return policy to maximize portfolio returns through a judicious combination of asset allocation, asset mix, equity style selection, and security selection. These are carefully and effectively custom tailored to your individual needs and constraints along with sound decisions and strategic investment tactics. We are a fee-only investment advisor, do not receive any commissions, or compensation from any external sources.
We start by listening and engaging in meaningful conversations with you. Then, we provide personalized advice to help you reach and manage your goals.
Our personalized advice includes many things, but primarily revolves around building a proper investment program designed to meet your cash flow needs, follow your risk appetite, grow over your time horizon, and be tax and cost efficient. This increases our clients’ confidence in their investments and our management skills. Clients rest assured knowing that their money is being managed by highly qualified and competent professionals. In addition to managing money, we manage relationships. We recognize the need for our clients to consult with us any time they wish at their convenience, or to discuss with us life changes that could change the portfolio strategy. We are passionate and driven to exceed client expectations. We are locally established and available to meet in person.
“Only when the tide goes out do you discover who's been swimming naked.”
— Warren Buffett