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Our Mission

Our goal over the past 30-plus years has been to provide top-tier wealth management services for select families and individuals.  At the appropriate times in our clients’ lives, we help them live from their savings.  When appropriate, we help them make gifts to the people and causes they love.  We use disciplined and sophisticated investment strategies that are designed to add value over decades and which are intended to help our clients control their exposure to risk.

Our clients entrust us to understand their feelings, their situations, their goals, and their tolerance for ups and downs.  We have periodic conversations with our clients, with hope that our work is appropriate to the investor and their family.

We work in a comprehensive way with our clients so that they are comfortable that their investments, retirement planning, and estate planning strategies are properly coordinated.

We use highly disciplined and sophisticated investment approaches to strive to produce long-term growth, income, and growth of income, as appropriate to the client.  We feel our investment strategies combine value and growth components in an effort to drive equity returns through a variety of economic and market conditions.

We use bond ladders as our non-correlated asset to produce income and real diversification.  We use technical analysis as well, and we feel it helps our clients mitigate their exposure to risk.

Diversification, asset allocation, and bond laddering do not ensure a profit or protect against loss.  When investing in bonds, it is important to note that as interest rates rise, bond prices will fall.