Philosophy & Service

Investment Philosophy

We believe that by offering long-term growth, service and peace of mind to every client, we can build relationships for life; relationships built and based upon trust.

Our mandate is first and foremost to protect and enhance our client's financial asset base.  Our approach is based on a consultative process with our clients, which enables us to develop the necessary in-depth knowledge of their investment objectives, tax situation, and risk tolerance.  This allows us to effectively tailor an investment portfolio to meet our clients' specific needs, especially when dealing with what we term as "sacred' money.  This is the money no client can affort to risk.  It must be treated with the highest regard as to safety and preservation of capital.

Our disciplined, conservative approach to advising our clients is designed to provide superior, long-term investment performance.  Ultimately, we measure our success by the success of our clients.

OUR CLIENT SERVICE COMMITMENT

Our fundamental goal is to establish long-term professional relationships based on value, quality and service.  We accomplish this by designing individual investment programs for each of our clients and by overseeing those investments with honesty and integrity.  Our commitment to our clients is:

- To determine, in consultation with our clients, a clear definition of their investment objectives, tax situations and risk tolerances, and to use this as our guide in all investment recommendations.

-To follow an individualized schedule of regular client contact.

-To follow-up on all calls and messages within the same day received.

-To perform and complete a portfolio analysis and review on a regular basis.

-To provide an investment style which is personal, prudent and proactive.