Established with these Core Values in Mind

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​Independent

We work only for our clients and have only your best interests in mind.  We do not accept any revenue other than the fees agreed upon with our clients.

Client Focused

We provide customized, transparent investment advise designed to support our client's unique, individual needs. 

Fiduciary

We act as a fiduciary with an unwavering commitment to act in our client's best interest.

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