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Our investment philosophy

While the analysis behind our portfolios is complex, our philosophy of how we invest your money is simple:

Trusted advice

A good financial advisor does more than just manage your money.  They partner with you on a plan that meets your life’s goals, and includes investments, taxes, insurance and estate planning.

Enough is greater than more

We find that too often financial security is sacrificed in pursuit of greater returns.  We will work with you to define what is your “enough” and then we will create a risk-aware portfolio tailored to help you reach your goal.

Invest long-term

Investing is a marathon, instead of a 100-yard dash.


The return and risk advantages of a diversified portfolio are real and proven.

Dive deeper

It’s important to us that our clients know, understand and agree with our philosophy. Download our philosophy sheet to read more!

Our Philosophy