As an investment advisory firm passionate about serving, you have our word that all decisions are made locally with your best interest in mind. We help people create a financial roadmap tailored to match their needs and help them reach their goals. We believe our clients need two things from us: someone they can trust and someone they can count on.
Patient, Long-term Focus: We focus on the long-term fundamentals of business for client investing, not short-term emotions that impact day-to-day volatility. History shows that being patient and paying attention to long-term fundamentals result in solid performance over time. Asset allocation or the mix between stocks, bonds, and cash is one of the most important decisions an investor makes.
Patient, Long-term Focus: We focus on the long-term fundamentals of business for client investing, not short-term emotions that impact day-to-day volatility. History shows that being patient and paying attention to long-term fundamentals result in solid performance over time. Asset allocation or the mix between stocks, bonds, and cash is one of the most important decisions an investor makes.
Services
You need a partner that understands you, your business, and your employees. As an independent firm who maintains relationships with multiple providers, we understand small business. Because we value our independence, too. We serve as a fiduciary for all of our clients - offering 3(38) Investment Management or 3(21) Fiduciary Support for the 401(k) plan.
The investment industry can be confusing with its own terminology and countless titles for its representatives (financial advisor, investment advisor, wealth manager, investment broker, financial planner, etc.). However, one thing is clear, clients deserve an advisor that acts in a fiduciary capacity when advising them on their investments.
We always start with a discovery meeting. We want to know your story, your goals, your current financial situation, your family. We also want to know about your financial and investment history, and future financial goals. In the short-term, the market is driven by emotion, investor psychology, and a fair amount of randomness.
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