Investment Philosophy

All individuals and businesses need sound, solid financial advice. We strive to provide that and more by first getting to know you. What does your life looks like right now? When would you like to retire? Are you trying to decide whether to save for your retirement, your children’s college or both? When we understand what your goals are – and we can help you define them – we are better able to determine the steps that need to be taken to set you on the path to financial success.


Once we understand your financial situation and level of investment knowledge we will make recommendations that will match your tolerance for market risk. Because we are independent advisors, we offer unbiased investment advice and always select an appropriate mix of assets for our clients. We firmly believe in diversification and will select investments based on consistency, management tenure and risk. To further reduce risk we encourage the use of alternative investments.




**Investing involves risk including the potential loss of principal. There is no guarantee that a diversified portfolio will outperform a non-diversified portfolio in any given market environment. No investment strategy can guarantee a profit or protect against loss in periods of declining values