We manage personalized investment portfolios for individuals, trusts, and businesses.
Our investment approach draws on well-established principals of value investing: that markets are frequently—and sometimes significantly—mispriced, and that investors are well served to ignore the crowd and to patiently focus on valuations. We place our clients in a diversified basket of investments that are reasonably valued or undervalued, actively adjusting the type and amount of exposure based on valuations, and always staying focused on long-term outcomes.
Over time, this strategy has delivered market-like returns with significantly less risk and, most importantly, a much lower chance of the kind of portfolio disaster that can come from investing in highly overpriced markets.
With over two decades 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 financial advice.
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.