Philosophy

We believe in placing the needs of others above our own needs or desires. We believe that when our clients are successful, our firm succeeds. Utilizing a team approach, we bring financial expertise to our client base that transcends market or economic cycles. While economic and market cycles may eb and flow, our core values and commitment to our clients remain foundational to our company.

We form deep relationships with our clients in tailoring an investment portfolio that meets your goals, objectives and risk tolerance level. We take both a strategic and tactical approach to investing by conducting significant research into sectors, industries and global macro-economic considerations that influence portfolio valuations. We seek value-based investments that grow capital over the midterm and long-term time frames. We hedge risk when necessary and conduct extensive research within specific sectors and industries.

This allows us to overweight or underweight specific asset classes and sectors that may provide significant appreciation and risk adjusted returns. While we may not be all things to all people, what we do strive for is a relationship where you perceive trust and value in our services. We are here to serve you!

This responsibility is one we take very seriously and never take for granted the privilege it is to serve your financial needs. We believe in freedom, liberty and independence. We believe that our democracy provides the ability for individuals to be successful through hard work, dedication, perseverance and ethical conduct.