We achieve our mission through the following:

OBJECTIVITY

We are an independent, privately owned investment advisory firm. We believe our independence allows us to eliminate the inherent "conflicts of interest" that may exist with firms that have financial industry affiliations.

CONSULTATIVE PROCESS

We follow a structured, systematic "consulting approach" to provide solutions for our clients. We organize our clients' portfolios, quantify their goals and objectives, create a plan, and oversee the implementation of the plan.

ACCOUNTABILITY

Our reporting process provides comprehensive investment performance measurement for our clients' portfolios. We help our clients monitor and evaluate their investments by "benchmarking" portfolio returns against the appropriate market indices.

COST EFFECTIVE & TAX EFFICIENT

Our firm's objective is to maximize our clients' after-tax returns while implementing our client recommendations using the lowest possible cost structure. Our goal is enhanced portfolio performance for the client.