Broker Check

Our Principles for Responsible Investing

Client Centered
  • Our focus is to understand our client’s needs and deliver an outstanding investment experience.
  • People should take on only as much risk as they can handle.
  • Our portfolios are well diversified with low costs and minimal turnover.
  • We build strategies drawing insights from research and the academic community.
  • The dominant factor in long term real-life financial outcomes isn't investment "performance"; It's investor behavior.
  • We do not try to forecast the future. We have no ability to do it. Nor does anyone else…
  • Focus on controlling what you can control, such as how much you can save, spend, and find the right stock/bond mix.
  • Every year, everything you buy costs more. So, for the long-run, the only sensible way to invest is with an outlook to enhance and preserve your money's purchasing power..
  • Our Performance track record is measured by seeing clients meet their goals and the long-term relationships we have with our clients.
  • The only sustainable basis for successful advisor/client relationship is mutual trust.
  • We are optimists and are excited about opportunities in the future.

Diversification does not assure a profit or protect against loss in declining markets, and diversification cannot guarantee that any objective or goal will be achieved.

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