Investment Philosophy

Successful investing is a matter of intelligence and discipline. The challenge that this company strives to meet is to help clients earn a respectable rate of return by focusing on core issues and historical patterns while avoiding the distractions that the marketplace presents.

Our organization does not develop products, nor do we engage in investment banking activities. We offer no incentives to our associates to promote any particular investment because it is more advantageous to the firm. We believe that this environment encourages objective decision making on behalf of our clients.