Our Investment Advisors provide:
Personal Service – We consider you a relationship, not a number.
We begin by getting to know you, helping you articulate your goals, define your risk tolerance, and determine the best approach for you. We work with you to develop a plan. Then we continue to communicate with you to ensure our understanding of your needs and your understanding of our approach and commitment.
Objective Analysis – We are independent.
In selecting investments for you, our judgment is based entirely on how we can best achieve your objectives. We use a wide variety of investment research to develop an independent opinion regarding your portfolio. We receive no commissions or hidden fees that may color our judgment.
Experience – We are seasoned professionals.
Together, we bring nearly 80 years of practical experience to develop the investment solution that is ideal for you. We have worked through good markets and bad. We know when to be cautious or aggressive. We respect your individual risk tolerance.
Long Term Approach – We favor investing, not speculating.
Our strategy is to identify sound companies with good growth prospects. We look for companies that regularly increase dividends. Price matters — we will only buy these quality companies if their prices are reasonable. This long term strategy stresses total return and reduces volatility, transaction costs, and taxes.