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Our Philosophy

Financial success is not an accident. It results from thoughtful planning, attention to detail, and active monitoring. With that in mind, we begin our relationships with new clients by seeking to understand their unique financial goals, priorities, preferences, likes and dislikes.

We strive to deliver a higher level of service than anyone else in our market. In fact, we devote more time and attention to details of the overall client experience than any other financial services practice we know of.

“Be a yardstick of quality. Some people aren’t used to an environment where quality is expected.”
~ Steve Jobs

No amount of planning can survive a haphazard approach to investing. We construct portfolios in line with Modern Portfolio Theory, which uses historical data to suggest how to allocate capital among various asset classes. Then, we adjust exposures based on current conditions in the marketplace to adapt to unusual risks and opportunities as they arise.

“Modern Portfolio Theory, Guided by Common Sense.” ®

Finally, our clients are best served when we coordinate what we’re doing with their other advisors. With your permission, we can forward useful information to your CPA and attorney and confer with them regarding any questions about integrating your investments with your tax and estate plans.