LIQUIDITY

Because we never know what’s going to happen in the stock market–or in your life–it’s important to remain flexible. Having access to liquidity gives us that flexibility.  

PRESERVATION OF CAPITAL

Our goal is not to make you rich but, to keep you rich. We intend to first protect your assets and then to grow them.

RISK MANAGEMENT

While performance is important, consistency helps clients sleep well at night. We will not take on unnecessary risk to increase returns.

LONG-TERM FOCUS

Any time you make an investment in stocks or bonds, you must be focused on the long run, as there will certainly be bumps in the road.

Minimize Taxes and Investment Expense

Two of the biggest threats to investment portfolios are taxes and fees. We are mindful of these threats and will make every attempt to minimize both.

TRANSPARENCY AND EDUCATION

We will clearly explain our investment process and your investment strategy. If you don‘t understand it, we won’t do it.