Investment Management

Built for you.
Investment Management

Your financial success consists of many elements—from investments to taxes to estate planning. Our comprehensive wealth planning strategies and advisory services fit the puzzle pieces together to help you enjoy broad success.

Working closely with you to understand and analyze your situation and goals we create customized financial action plans that leave you in control. Our planning encompasses:

  • Accumulation: Determining the savings needed to meet goals such as college and retirement.
  • Investment: Planning the safest course to fund your future.
  • Retirement income: Using unique strategies to ensure that your savings last.
  • Protection: Choosing the proper insurance to guard against the unexpected.
  • Tax: Ensuring that you pay no more than necessary.
  • Estate Planning: Safeguarding your legacy.

To ensure that our clients receive the best available expertise, we partner with carefully selected experts in asset management, accounting, insurance, estate law and real estate. We also work with your existing team of experts. At all times we remain your trusted guide toward comprehensive financial success.

"Rule No. 1 is never lose money. Rule No. 2 is never forget Rule No. 1."
Warren Buffett

Why Us

  • Customized Portfolios
  • Science, Not Guesswork
  • Expertise Matters
  • Discipline and Flexibility
  • Long-Term Focus
  • Limited Taxes

Investment Excellence

Using a disciplined growth-and-income investing approach, we use independent analysis to select the most promising opportunities at any point in a market cycle. And unlike other advisors, we can explain to our clients exactly why their portfolio holds each specific investment. We never invest clients' money on a hunch, and we never blindly follow the lead of others.

The Power of Choice

Selecting a financial advisor is one of the most important decisions that individuals and families will make. If your criteria for choosing an advisor include the highest levels of expertise, independence and integrity, we invite you to learn more about us.