Our investment management model uses two primary financial factors in determining our investment buy list. We will filter a universe of thousands of equities to find those equities that have been able to consistently improve earnings per share, and cash flow per share, over many consecutive years. We then employ an intrinsic value model to further define those securities that meet our criteria for investment. 

We have found that employing only one view of your financial well-being is not sufficient. Using state of the art software, from multiple sources, we assist you in meeting your goals and meeting your aspirations. No stone should be left unturned in providing the best solution to your future financial well-being.

We’re committed to delivering a full financial plan to all of our investment management clients. The Financial Plan sets expectations of value and targeted time frames so that expectations are set and dialog can be held surrounding actual results versus goals.

Our Client Web Portal allows for quick access to your account information so that you can always keep track of your finances.