Candid Team Photo in Conference Room

Our Philosophy

We believe that two rules should guide every investment decision.  First, if you don’t understand it, don’t do it.  Second, don’t hand over control of your investments to anyone.  Our team is here to educate and guide you through the investment process.

We believe that any investment too complicated to be explained is too risky to be considered.  We see to it that you understand the risks, potential rewards, and costs of every investment, as well as where this fits in your overall portfolio.  We believe that you control your investments.  You should find and retain financial advisors who truly understand your goals.  And at the same time, we encourage our clients to be an active participant in all their investment decisions.