Our investment is in our relationship with you. We are committed to understanding your unique goals and to help you achieve the life experiences you are looking forward to. Our investment approach should give you the confidence that when the market fluctuates, you will be taken care of. Our process directs clients’ toward being an Investor instead of a trader. Investors have a compelling success rate because of their focus on long term value, giving them patience and confidence their goals will be achieved. We believe there is too much emphasis on short-term price movements fueled by drama reported by the media; this encourages fear for some or the false sense of opportunity for others. The stock market is an engine, not a casino. We want individuals to refocus their attention on what and how they are investing. Instead of thinking about the price of a stock or the level of the stock market; we help our clients focus on the value of companies and their long-term potential; while striving to provide growth and generous income along the way. We understand the complexities client’s face and their desire for financial security, both today and in the future. That’s why each portfolio is built and modified around you to serve and anticipate your needs. We have been helping people with their concerns for years. We understand how specific and important each individual’s concerns are: whether you have concerns about income or sufficient funds for the future, a fear of losing money, or the impact of political or economic events on investments. We will address your concerns. Our size allows us to be effective at the client level. Similar to a independent doctor’s office specializing in your health concerns, a lawyer who knows how to accomplish what you need or an accountant recommended by a friend. We have all of the resources of a large institution but can provide a superior client experience. Our goal is to reach your goals. Our success is your success.