Mission: To help our clients achieve their financial goals by providing superior investment advisory services.

Core Values and Beliefs

Integrity – We adhere to a strict code of honesty, integrity and ethical behavior.

Objectivity – We place the interests of our clients first; they can trust our advice because we avoid conflicts of interest at all costs.

Service – We are passionate about providing world-class customer service, and insist on giving our best in all endeavors. We strive to “do it right the first time,” delivering our services in a manner that is prompt, professional and courteous.

Competence – We believe that competence is the touchstone by which we should be judged. Therefore, we constantly pursue continuing education and professional development.

Stewardship – We care about our clients and their goals. Since we believe in The Golden Rule, we treat them as we would want to be treated. We recognize that we are entrusted with personal information and will not break a confidence.

There is only one success–to be able to spend your life in your own way.
~ Christopher Morley

If money be not thy servant, it will be thy master.
~ 17th century proverb

. . . why trust the knowledge of a brickmaker about jewels?  Would you go to the breadmaker to inquire about the stars? Advice is one thing that is freely given away, but watch that you take only what is worth having.  He who takes advice about his savings from one who is inexperienced in such matters, shall pay with his savings for proving the falsity of their opinions.
~ George Clason

If a man does not know to what port he is steering, no wind is favorable.
~ Seneca

One of life’s most painful moments comes when we must admit that we didn’t do our homework, that we are not prepared.
~ Merlin Olsen

If you wish to prosper, let your customer prosper.
~ Frederic Bastiat

Money isn’t everything, but it’s way ahead of whatever is in second place.
~ Gordon Gammack

Life is all about risk management.
~ Bob Moody

Money is like a sixth sense without which you cannot make a complete use of the other five.
~ W. Somerset Maugham

Be fearful when others are greedy, and be greedy when others are fearful.
~ Warren Buffett

Half the work that is done in this world is to make things appear what they are not.
~ Elias Root Beadle

There is a gigantic difference between earning a great deal of money and being rich.
~ Marlene Dietrich

In general, markets know more than the people who write about them.
~ Jim Grant

It is not easy to get rich in Las Vegas, at Churchill Downs, or at the local Merrill Lynch office.
~ Paul Samuelson

Sometimes one pays most for the things one gets for nothing.
~ Albert Einstein

A pig bought on credit is forever grunting.
~ Spanish proverb

Say not you know another entirely, till you have divided an inheritance with him.
~ Johann Kaspar Lavater

Every luxury must be paid for, and everything is a luxury, starting with being in this world.
~ Cesare Pavese

Whenever we are planning for posterity, we ought to remember that virtue is not hereditary.
~ Thomas Paine

Who will not be ruled by the rudder must be ruled by the rock.
~ Italian proverb

As a general rule, the most successful man in life is the man who has the best information.
~ Benjamin Disraeli

It’s a funny thing about life; If you refuse to accept anything but the very best, you will often get it.
~ W. Somerset Maugham

Give me a stock clerk with a goal, and I will give you a man who will make history.
Give me a man without a goal, and I will give you a stock clerk.
~ J.C. Penney

Wealth in life comes in many different ways. Wealth is not only the accumulation of material goods, but good friendships,
happy family relations, knowledge and memorable experiences.
~ Marc Faber

What pays under capitalism is satisfying the common man, the customer. The more people you satisfy, the better for you.
~ Ludwig von Mises

We must always remember that economists make forecasts not because they know, but because they are asked to.
~ John Kenneth Galbraith

Nothing is so firmly believed as what we least know.
~ Michel Eyquem de Montaigne

Opportunity is missed by most people because it is dressed in overalls and looks like work.
~ Thomas Edison

Choose a job you love, and you will never have to work a day in your life.
~ Confucius