Meet Our Team
What makes us tick
To grow and preserve your capital so you can reap the rewards of financial freedom.
Mission
Forensic focus on you, your investments, valuations, and the markets to insure optimum value and opportunity.
How we are different
Paul IS your portfolio manager, building, well-diversified investment portfolios of individual securities; a rare skillset that saves you money by avoiding fund manager fees while growing and preserving capital.
How we look after you
We truly care about you and your future.
Quality of character, quality of service so you can enjoy a hiqh quality of life.
Helping you stay invested in the portfolio that will work for you.
Consistently educating our clients.
Act as your trusted advisor – offering support at every juncture of life.
Taking care of your family when you are gone so your capital continues to be invested and respected.
