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 Monthly

The income is back in fixed income

Sharply rising interest rates in recent years have boosted bond yields, shifting the investment calculus for portfolios that combine equity and fixed income holdings. With yields approaching or exceeding the return targets in many wealth plans, we think fixed income should play a bigger role in balanced portfolios.

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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.