transparency

You work directly with the people who manage your money – us. Our transparent process means no middlemen or complex products. Just active, focused investment management that puts your goals first.

communication

Phone calls, regular meetings, events, email updates, our investment blog. We use all of these tools to keep you informed. When there are changes in the markets or opportunities arise we may call you directly to keep you up to speed.

goals

Managing risk means more than buy, hold, wait, and hope. With a focus on your long-term goals, our approach is active and disciplined. We provide a process, not a product, and your portfolio receives daily attention.

trust

As a registered independent advisory firm (RIA), we assume responsibility for investment decisions we make. That means your goals take center stage as we manage your portfolio.