Our Philosophy


We invest your capital as carefully as we do our own. In many cases, our family's investment portfolio is similar, if not identical, to the majority of tailored portfolios we manage for our clients. Too, because our compensation is based on an annual fee for assets under management, our income grows only when your assets grow.

We also like to have our meetings and phone appointments on the calendar, in advance, to formally review progress, answer questions, and address action items. This keeps our activities focused and accountable, and it helps ensure that your goals and priorities stay on course. 

As our client, you're treated as an important member of a family-owned business ... not an account number. Instead of fixating on making a sale, we're partners through a long-term relationship that serves your best interests. It's really pretty simple - and we like it that way.