Long Term Success Speaks For Itself

Investment Approach

      Common sense is at the heart of our investment approach. Truly successful investing comes from very simple concepts. The best way to make money is to not lose money. Being diversified in the best markets and the best types of investments at any given time has the greatest payoff rather than trying to pick the single best security. Fads do not last, and reacting to news is usually fruitless. We believe in proactive fundamental value investing within an understanding of the macroeconomic environment. Although investment decisions can be very complex, we try to stay grounded in the basics. Risk management is a very important part of the overall strategy.


      Both fundamental and technical analysis is used to make investment decisions. Main sources of information include annual reports, prospectuses, filings with the Securities and Exchange Commission, research materials prepared by others, corporate rating services, financial newspapers and magazines, electronic news services, industry contacts, inspections of corporate activities, company press releases, and information posted on the internet (the world wide web). Investment strategies generally involve identifying undervalued securities for long term purchases, short-term trading on special situations, dividend capture, and asset allocation among different market segments and classes of securities. Risk management is an important component of the investment service provided. In some accounts (when specifically authorized), trading may include the use of options, derivatives, and short selling. The Firm has developed and owns various proprietary computer programs that it uses in conjunction with proprietary theories that predict future price movements.

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