Investment Philosophy

As independent and objective financial professionals, our goal is to provide you with customized portfolio strategies that reflect your unique circumstances, objectives, sensitivity to risk, and personal values. We will work collaboratively with you to bring comfort and clarity to financial decisions as you plan for and meet life's milestones. We are dedicated to thorough research, disciplined investment management, and exceptional client service.

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Core Investment Principles

We believe that planning for the pursuit of financial success includes applying core investment principles: portfolio diversification, risk management and disciplined long-term investing. 


Fundamental and value investing works

Fundamental and value investing are bedrocks of good security selection. Whether a stock or a bond is growth or value, estimating a fair market value or an expected return for that asset based on the company fundamentals is a sound approach. 


Defining goals

We will work with you to define your goals. Before a single investment is considered, we perform a detailed analysis of your unique requirements. We believe that only by gaining a comprehensive understanding of your risk tolerance, time horizon, liquidity and income needs, return requirements, tax status and investment preferences can we strive to design the optimum portfolio solution for you.