We provide expert, unbiased investment advice, portfolio management, and financial planning for individuals and organizations. With a focus on independent thinking, we combine personalized guidance and a transparent approach to deliver exceptional value and peace of mind.
Personalized investment portfolio management and financial planning
Disciplined research, judicious investment management, and thoughtful financial planning are tailored to your needs and objectives. Learn why, since 1995, individuals and organizations have been placing their trust in us.
High-level expertise that helps you reach your goals
For over a quarter century, our investment professionals have conducted independent research in-house and distinguished themselves with an unwavering commitment to finding the right solutions for each and every client.
A fee-only approach that delivers value — and puts the client first
We build long-term relationships with a common-sense approach that always places the client at the forefront of our thinking, decision-making and advice. As fee-only investment advisors, we have a legal, fiduciary responsibility to always act in our clients’ best interests.
Industry Leading Insights
Not our usual page one fare…
No stocks, no bonds, no squiggly lines on graphs this time. Just a moral dilemma…
Are stock prices too high? If so, what then? . . .
The number one question we’ve been asked recently is whether stock prices have climbed too…
Is alcohol use drying up?. . .
Alcohol purveyors suffered through a tough start to 2025. Dry January, a campaign to get…
The second order impact of tariffs…
Investors can be forgiven for tuning out the daily news on America’s ever-evolving trade policies.…
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