Why Us
We believe in 3 core values that are absolutely essential to long term investment success.
When we prepare a comprehensive retirement plan for our clients – we always build a high margin of safety into all of our assumptions.
From both an alignment and a credibility standpoint, we have our own money where our mouths are.
We believe knowledge is power. So we take a lot of time to educate our clients about the most important aspects of investing.
Our beliefs have consequences - so it is absolutely critical we base our beliefs on solid reasoning and evidence. Emotions (especially fear) can derail the most disciplined investor.
The antidote to getting derailed, in our view, is conviction - which can be strengthened by becoming a student of history.
In Partnership With
