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Our Philosophy

We understand the following relative to our clients and investing:

  • How challenging it’s been to accumulate the wealth you now have and the critical need to protect and grow those dollars going forward.
  • That it typically takes years to earn back recessionary losses and that you never want to go through such a difficult experience again.
  • The magnitude of the problems that underlie today’s economy and the potential effect they could have on your portfolio and future.

With this in mind, our investment approach and toolbox have been designed to give you the ability to design your portfolio (with our guidance) as defensively or offensively as desired. We offer a broad range of investment tools, both conventional and alternative, that will allow the investor to be productive regardless of the direction of the economy. Please see investment descriptions within tabs to follow.