Fundamental Beliefs

High Standards of Care and Service

We assess stock and bond market risks through technical and fundamental research and use proprietary tactical asset allocations to “tilt” investments effectively. We maintain high standards of care and service, ensuring every client receives the focused attention they deserve. Strategic partnerships with trusted providers, such as Foreman and Airhart Accounting, allow us to support estate planning, accounting, legal, insurance, and asset management while remaining accountable as your advisor.

We aim to minimize investment costs by prioritizing individual stocks, no-load mutual funds, and select exchange-traded funds, carefully chosen for their lower fees than peers. We utilize proprietary models based on academic research tailored to each client’s risk tolerance, time horizon, and income needs to manage downside risk.