Investment Process & Philosophy

Investment Process

Each client has an individualized investment strategy crafted, based on their values, needs, stage of life (time horizon), risk tolerance and goals.  Where an advisory relationship is utilized;  due diligence of allocated investments and fiduciary responsibility to monitor & re-balance client portfolios is maintained.

Investment Philosophy

  • Establish written investment goals
  • Maintain long-term perspective
  • Be broadly diversified – avoid concentrated positions
  • Strive for consistency – not get rich quick schemes
  • Segment assets based on needs
  • Establish limits on risk & anxiety
  • Know what you own 

“Discipline is the bridge between goals and accomplishments.”  - Jim Rohn

Stock Market History

Stock Market History

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Investing Is Ownership

Investing Is Ownership

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