Our Company

Our company was founded in 2003 on the principles of honesty and integrity.  We have seen some changes over the decades – bringing on a new partner and address changes – but our core values remain constant. Every day we strive to help families, small businesses, and individuals pursue their long-term financial goals.  We aim to accomplish our goals by being independent thinkers who base our investment decisions on rigorous, in-depth research and thorough knowledge of every investment position in each client’s portfolio. Experience has shown that mitigating portfolio risk can often be realized by emphasis on undervalued and out-of-favor assets. We believe a proactive approach to client service and ongoing dialogue with you are essential to shaping a successful investment outcome.

Our professionals are supported by LPL Financial, a leading financial services company for our enabling technology, back-office support, comprehensive clearing and compliance services, independent research, and practice management programs and training. Leveraging their services allows us to focus on what we do best – helping our clients pursue their financial goals and fulfill their dreams.