Investment Management

Serving individuals, families, trusts, & pension plans

• Emphasizing the importance of asset allocation
  (Being in the best market and best sector at the right time)
• We believe in fundamental value investing and portfolio diversification.
• The majority of our accounts are risk averse and seek conservative prudent management. Note: All of our managed accounts have significantly outperformed the major stock indexes during the past five years (primarily because we avoided losing money).
• We do offer more aggressive hedge accounts for qualified investors.
• Low $100,000 minimum for fully managed individual account.