Investing

We manage personalized investment portfolios for individuals, trusts, and businesses. Our investment approach combines classic value-oriented fundamental analysis with extensive research into global monetary and economic trends. Our forward-looking analysis, patience, and long-term focus have enabled our clients to outperform the stock market while taking less risk.

 

Financial Planning

With over a decade of planning experience and a background that includes the Certified Financial Plannerâ„¢ designation, a Juris Doctorate, and licenses in real estate, insurance, and securities, we are well positioned to provide sound, comprehensive financial advice.

 

Character

We live our lives and run our company with a focus on such values as integrity, trust, stewardship, and honesty. Clients can count on us to do what is in their best interest and to be accountable for our actions.