• Our approach to portfolio management is process driven, simple, disciplined and proven.
  • We provide a tailored strategy to help clients achieve their financial goals and exceed their expectations.
  • We have paired ourselves with the finest partners and alliances in the industry to ensure that every aspect of our clients financial needs is satisfied without bias.


  • We are experienced, educated, knowledgeable and professional.
  • Our team approach makes us accessible at all times.
  • We aim to provide the best possible execution.
  • We enjoy what we do and take pride in the efficiency and accuracy of our work.
  • We are diligent, reliable, and appreciative.


  • We provide clients with a customized service plan and reporting package.
  • Daily market commentary and fixed income reports are available on our website.
  • Quarterly strategy reports are mailed and posted on our website.
  • Important event-triggered emails are sent to those who sign up through our office.
  • Our commission structure is reasonable and we avoid unnecessary client costs that erode clients overall rate of return.


  • We are committed to growing our knowledge through continued education:
    • Financial Management Advisor designation.
    • Investment and Portfolio Management Techniques Courses.
    • Insurance licensed.
  • We are committed to growing our knowledge through experience:
    • meet with industry leading money managers, CEOs, CFOs, analysts and traders.
    • participate in daily capital markets conference calls.
    • review various commentaries and newsletters.
    • flagship branch location.
  • We believe that continued education and experience is a necessary complement to any investment process.


  • We are committed to providing our team members with opportunities for learning and personal growth.
  • We are committed to respecting, appreciating and caring for each other as we are expected to treat our clients in the same way.
  • It is with great pride that we contribute to organizations that are helping others.

What does it mean to be referral only?

  • Client satisfaction for the long run is our goal.
  • Our interests are aligned with clients.
  • No valuable client time, money or other resources are wasted on marketing.
  • Our clients become multigenerational relationships.