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Our Philosophy

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We are in the business of investing, not the business of speculating. Therefore, we believe that developing an asset allocation plan appropriate to your goals and risk tolerance is the most important step in the investment management process. Regardless of your age, investment experience, or risk tolerance we can assist you in developing an appropriate asset allocation strategy.

Our approach focuses on the aspects of investing that you can control: cost, tax implications, and volatility.

We will assist you in tuning out the noise of the investment media and maintaining focus on your long term plans.

We favor an investment approach that is based on academic research. Based on your risk tolerance and investment objectives, we will recommend an investment portfolio that is broadly diversified among many non-correlating asset classes.  


Asset allocation and diversification are investment strategies that can help manage risk within a portfolio, but they do not guarantee profits or protect against loss in declining markets.