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In investing, simplicity trumps complexity.

Jack Bogle, Founder of The Vanguard Group

We spend time at the beginning of a relationship to ensure we have the right mix of growth and preservation based on your preferences and personal situation.  We then build portfolios with investments that are liquid, low-cost, transparent, easy to execute (no administrative or tax complications), simple enough to understand, and proven over long periods of time.  

We manage the portfolio in a tax-smart way and leverage our work with you on the front-end to help you avoid poor decisions along the way…even when markets get scary.  The end goal is an efficient and effective portfolio that fits you while helping you to achieve your long-term goals.

Simply put, here are the main tenets of our investment philosophy:

en you work with us, we will:

We apply our philosophy and a healthy dose of common sense to our investment process.

Learn more about Our Approach