Our Investment Process

“The best way to measure your investing success is not by whether you’re beating the market but by whether you’ve put in place a financial plan and a behavioral discipline that are likely to get you where you want to go. In the end, what matters isn’t crossing the finish line before anybody else but just making sure that you do cross it.”
― Benjamin Graham, The Intelligent Investor
We customize your portfolio to fit your needs, in accordance with your life goals, and risk tolerance.

We are open-minded when it comes to the vast world of investment options.  We create portfolios that have a high probability of creating a successful outcome for each client’s situation.   It is common for clients to come to us having acquired various investments over time. Our flexibility and creativity differentiate from our peers.  Just like no two clients lives are identical; we believe your portfolio should be tailored to your needs as well.

We have a disciplined approach on reviewing client portfolios and ensure
each investment holding has a purpose in the overall plan.

When creating a customized portfolio, it is essential to take into consideration the following:
  • Investment Costs
  • Quality of the management team
  • Consistency of performance
  • Proper fit into the overall portfolio

We can work with you to track your investment portfolio in conjunction with your plan. As your needs and life circumstances change, we make the necessary adjustments and keep you on your desired path.
“We simply attempt to be fearful when others are greedy and to be greedy only when others are fearful.” - Warren Buffett
“Someone is sitting in the shade today because someone planted a tree a long time ago.” – Warren Buffett