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Every client is unique.
Markets provide investors with a return on their capital over time.
Understanding risk, controlling volatility and discipline are the keys to a successful investment experience.
Asset allocation is the primary determinant of long-term investment results.
Keeping costs and taxes low is critical to long-term investment success.
Policy of ethics, disclosure and education is the best way to earn our clients’ trust.
Independent, fee-only advice serves the best interest of the client.