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Every client is unique

  • 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