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When the purpose of building a portfolio is to look out for your client’s best interests, the investment philosophy becomes simple: invest in opportunities that we firmly believe have acceptable growth potential while attempting to minimize the downside risk of the markets. This philosophy provides our foundation for creating strategies that we believe will give your clients peace of mind throughout various market cycles.

Perseverance through decades of dramatic change has shaped our values, disciplined our methodologies and taught us to be pragmatic.  We are willing to patiently forego immediate desires in favor of potential long-term steady growth. We put all of our experience on the table for you. Beyond exceptional service, we also offer the strength and stability you demand—all of which allows us to focus on building effective strategies for you, our client.