Established with these Core Values in Mind

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​Independent

We work only for our clients.  We do not accept any revenue other than the fees agreed upon with you.

Client Focused

We provide customized, transparent investment advise designed to support your unique, individual needs. 

Fiduciary

We act as a fiduciary with an unwavering commitment to act in your financial best interest.

"In the short run the market is a voting machine, but in the long run it is a weighing machine" -- Benjamin Graham