We provide highly customized investment solutions for clients who expect individual attention and a focus on capital preservation & growth.
Our clients include:
Executives and professionals looking to enhance the growth of their wealth
Business owners and self employed professionals who need help managing personal and business financial assets
Pre-Retirees who want to make the most of their retirement savings
Retirees requiring strategies to maximize their after tax income, while protecting their financial security
Families seeking professional guidance transferring wealth to the next generation in a tax efficient manner
Philanthropists looking for creative ways to enhance their legacy to chosen charities
Not for profit organizations requiring professional guidance to manage investment assets according to specific guidelines
We believe that it is impossible to consistently predict future interest rate levels or the short-term direction of equity markets.
We believe that most investors tend to overestimate their ability to tolerate market fluctuations during the "good times" and they tend to abandon their long-term plans during the "bad times".
We believe that it always makes sense to hold a diverse group of high-quality securities.
We believe that many people do not derive any intrinsic pleasure from being involved in the day-to-day management of their savings, and that they have more rewarding things to do with their time.
We believe that clients are best served by compensating us for the quality of advice and service that we provide, rather than for the quantity of transactions that we process.