Performance Driven − Our goal is to achieve above-average investment returns while minimizing the risk of permanent loss of capital. Our compensation increases and decreases in step with the increase or decrease in the value of your account.

Alignment of Client and Manager – In exchange for preserving and growing client assets, we receive a low annual fee based on the value of assets we manage.  This aligns our compensation with our clients' best interests.

Cost Conscious − Instead of viewing our client as a source of recurring commissions and product sales, we share a common goal and are strongly motivated to maximize the value of your assets by minimizing unnecessary commissions and taxes.

Tax Efficient − We manage your portfolio to give you the most after-tax dollars. With their frequent purchases and sales, mutual funds and many investment managers force their investors to pay taxes on the realized gains every year. Conversely, buy-and-hold strategies like we employ allow investments to compound at the highest rate possible (that we can find) for the longest time possible − before paying taxes.

Transparency − Clients enjoy complete transparency of their investments and our services. Each purchase and sale, the securities owned, performance, the portfolio value, dividends, interest, gains, losses, and expenses are all sent to you and easily viewed online at anytime.

Accountability − Management of your assets is a responsibility we take seriously. We are accountable to you for investment decisions we make on your behalf.  We will regularly review with you how your investment portfolio meets your long-term goals.

Direct Access − Most stockbrokers and financial planners outsource the management of your money to mutual funds, placing your financial future in the hands of someone you have never met. You deserve to have direct contact with the person(s) responsible for selecting stocks and managing your portfolio. Call us anytime.

Customization – Each portfolio is tailored to meet each client's unique needs. We design and manage portfolios for growth, income, and all points in between. We are experienced in servicing special needs like the tax-efficient handling of low-cost basis stocks or concentrated positions.