We manage personalized investment portfolios for individuals, trusts, and businesses.
Our investment approach draws on well-established principals of value investing: that markets are frequently—and sometimes significantly—mispriced, and that investors are well served to ignore the crowd and to patiently focus on valuations. We place our clients in a diversified basket of investments that are reasonably valued or undervalued, actively adjusting the type and amount of exposure based on valuations, and always staying focused on long-term outcomes.
Over time, this strategy has delivered market-like returns with significantly less risk and, most importantly, a much lower chance of the kind of portfolio disaster that can come from investing in highly overpriced markets.
With over two decades of planning experience and a background that includes the Certified Financial Planner™ designation, a Juris Doctorate, and licenses in real estate, insurance, and securities, we are well positioned to provide sound, comprehensive financial advice.
We live our lives and run our company with a focus on such values as integrity, trust, stewardship, and honesty. Clients can count on us to do what is in their best interest and to be accountable for our actions.
Check the backgrounds of these investment professionals at FINRA's BrokerCheck.