Value statement

 We enhance our clients' financial goals through a comprehensive approach, delivering economic solutions as well as opportunities. Our clients receive customized attention, focused on current and future financial objectives. Our foundation of integrity results in consistently providing the highest level of service, as well as value, to our clients, their families and businesses. 

 

Investment philosophy

We believe that following the herd of the investment public is a dangerous value proposition and planning for changes well in advance in both the equity and fixed income areas is the only way to consistently out perform the markets.

 

2024 Tuition Madness

Are you planning ahead for the win?

Check out the  2024 Tuition madness brackets, which feature the projected four-year tuition costs for each team in the NCAA men's  and women's basketball tournaments. Any surprises? Let's discuss your education funding goals today.

Global Insight Monthly

Global Insight Monthly cover - October 2024The price of Fed rate cut success is steep, but not too steep

The Fed has finally aggressively lowered interest rates. While a steeper yield curve reflects the market’s optimism that rate cuts will shore up the economic outlook, further steepness could be a sign the Fed will cut rates deeply, likely due to a recession. Read the Global Insight Monthly »