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Our Financial Services

How We're Different


In our decades of combined professional investment and financial planning experience, we've been through multiple booms and busts and handled a great variety of client financial situations. With two CERTIFIED FINANCIAL PLANNER™ certifications, a law degree, and expertise in investment management, real estate, insurance, and estate planning, we have the credentials and experience to provide sound, comprehensive investing and financial advice.

Value Investing Discipline

Much of the financial industry is built around the idea that investment valuations don't matter. We think they matter a lot, and that the single best thing an investor can do to reduce long-term risk is to steer clear of seriously overpriced investments. Our investing process is disciplined, patient, and value-focused, seeking to assemble a diverse basket of reasonably priced investments while avoiding overvalued markets and bubbles.


We live our lives and run our company with a focus on doing the right thing, and we embrace our fiduciary obligation to always put our clients’ interests first.

Cutting-Edge Technology

We use best-in-class technology to augment our expertise and assist with financial planning, risk analysis, and portfolio reporting.