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 achieve returns comparable to the stock market while taking significantly less risk.
With over a decade of planning experience and a
background that includes the Certified Financial Planner™ designation,
a Juris Doctorate, and licenses in real estate, insurance, and
securities, we are well positioned to provide sound, comprehensive
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.