Our goal is to help our clients protect principle, preserve purchasing power, and obtain the highest level of total return.

This includes both income and growth of capital, and should be consistent with the client's tolerance for risk. We aim to accomplish this within the scope of a written investment plan that reflects the unique needs and circumstances of each individual client.


We commit our resources to help you reach your family’s investment goals.

We invest your capital as carefully as if it were our own, in consultation with you, and using a written investment plan.

We believe the primary component of investment return is market return, but the primary component of investor return is investor behavior.

We work with you in partnership, merging the unique perspectives of client and advisor into a comprehensive and personal investment plan.