Our most treasured asset is our clients’ trust

Value statement

Our investment philosophy involves having our clients remove fear and greed from investing, and replace it with patience and discipline in their investment strategies.  We help you understand that it is not "timing the market" that matters, but rather "time in the market" that counts toward reaching your goals with the best results.

Client education is also important to our business and we encourage you to ask questions.  There is no such thing as a "dumb" question-- only those that are not asked.  The bottom line is, the money you entrust with us is yours, and access to it and information about it should always be a phone call away.  We are here to serve.

Global Insight 2024 Midyear Outlook

Global Insight Outlook Cover Image - July 2024U.S. debt dilemma: No quick fixes and no catastrophes

The federal government’s debt has doubled since 2015 – and shows no signs of turning around.  Read the Midyear Outlook »

Taking the next step

Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about our approach, we would love to hear from you. To set up a consultation, please contact us.

Latest Insights

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The cost of marriage: Money-related reasons couples wait

A growing number of Americans are waiting to get married, with some couples choosing to skip the nuptials altogether to protect their wealth.

Read more

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Let's start the conversation

If you want to discuss your portfolio or have financial questions, please fill out the below form.

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