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We are optimistic about the future – maintaining a strategic mindset, yet tactical when circumstances warrant.    We believe successful, long-term investing requires the discipline and self-control to:  

-Not chase past performance

-Not try to time the market  

-Not be influenced by market “noise”

-Not make rash decisions unduly influenced by emotions

Our Investment Process: 

We help a select group of clients (Businesses, Non-Profits, and Families) build, manage, and protect their wealth by –  

• Developing investment plans that serve their unique and evolving needs and ability to assume risks.  
• Diversifying portfolios of investments selected through evidence-based research and stringent due diligence.  
• Utilizing cost-effective and tax-efficient investment solutions and strategies.  
• Monitoring and evaluating the performance of their plans and suggesting adjustments as necessary based upon material changes in market conditions and material changes in the lives of our clients and their families.