General Info

Our Investment PhilosophyWe do not believe in market timing. We believe in long-term investing, and in designing an investment portfolio that is customized to match each clients cash flow needs and long-term goals.We are not stockbrokers or traders, and we typically follow a buy and hold strategy. However, buy and hold does not mean buy and neglect. We consistently analyze various mutual funds, and we recommend changes to our clients investment accounts based on our due diligence process.