Philosophy

Philosophy

think about the way you invest

Philosophy

Our time-tested investment philosophy comes from being students of the markets and some of the world’s best investors. There’s also a difference between what works in theory and what works in reality, in which experience is the best teacher.

Think like a business owner
“American business — and consequently a basket of stocks — is virtually certain to be worth far more in the years ahead.” – Warren Buffett

Invest for the long-term
“The big money is not in the buying or selling, but in the waiting.” – Charlie Munger

The market moves in cycles
“Bull markets are born on pessimism, they grow on skepticism, they mature on optimism and they die on euphoria.” – Sir John Templeton

There are times for offense and times for defense
“Be fearful when others are greedy and greedy when others are fearful.” – Warren Buffet

Don’t make emotional decisions
“The investor’s chief problem-and even his worst enemy-is likely to be himself.” – Benjamin Graham

Asset allocation and diversification reduce reliance on forecasts
“Forecasts are difficult to make-particularly those about the future.” – Burton Malkiel

Our Approach

1

Assess

We take the time to understand your needs, wants and wishes.

2

Educate

Money is a tool. We will develop a plan for you and show you what you can accomplish with this tool. We are passionate about educating our clients about all financial related matters.

3

Achieve

Once we have an understanding of your goals and how to accomplish them, we will implement the recommended strategy.

Assess

We'll take a deep dive into your current financial situation.
1

Assess

We take the time to understand your needs, wants and wishes.

Educate

Feel empowered and confident in your financial decisions.
2

Educate

Money is a tool. We will develop a plan for you and show you what you can accomplish with this tool. We are passionate about educating our clients about all financial related matters.

Achieve

Things change. We build in flexibility to adapt to your life.
3

Achieve

Once we have an understanding of your goals and how to accomplish them, we will implement the recommended strategy.

other services

Active Asset Allocation

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Location Optimization

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Planning-Based Portfolios

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Portfolio Risk Management

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Socially Responsible Investing

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Tax-Smart Investing

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Let’s begin today!