Our Approach

Being independent of any big brokerage firm, bank, or insurance company, we offer client driven, unbiased investment consulting. Our philosophy hinges on the belief that no one person can be a growth stock expert, a value stock expert, an international stock expert, a bond expert, and a portfolio manager all at the same time.

We use the Modern Portfolio Theory of risk control, risk/return analysis, and correlation analysis to design, implement, and maintain portfolios of financial assets. We act as investment consultants in hiring quality, disciplined outside managers to assist us. We use our expertise on the portfolio management side, and we let the managers use their expertise on the stock selection side.