Who We Are
Choosing an advisor is not about competitive advantages, but about finding someone you trust and respect. We care about our people, and we focus on being a friend in the process.
We’re here for the bad times more than the good times. When your investments drop, that’s when we’re here to remind you to be patient, stay disciplined by following the plan, and offer faith in the future. A significant drop means a climb is coming, and we don’t want you to miss out on that.
Our Values and Practices
We practice Patience, knowing that great things take time.
Discipline, because we can’t control outcomes, but we can control our actions.
And faith in the future that tomorrow will be better than today. That progress, innovation, and opportunity are on the horizon.
Diversification, meaning no big bets. “Don’t put all your eggs in one basket.”
Asset allocation, understanding the difference between what you will need in the short-term and what to invest for success in the long-term.
Rebalancing, meaning taking profits from the winners and using them to buy what will hopefully be future winners.