It's easy to become a financial advisor, but few have the level of experience that we have accumulated. Many advisors eschew individual stocks in favor or managed or unmanaged ETF’s and mutual funds. We revel in the analysis of America’s top companies and select only the most liquid and enduring companies for client portfolios. We have a strict buy and sell discipline so we avoid value traps while still investing in companies that have a history of paying and increasing their dividends. We also believe it is critical to grow your capital, so we will also invest in America’s leading technology companies as appropriate.
We also stand apart from most of our counterparts because we are an independent, fee-based firm. As such, we firmly believe that we're better able to focus solely on our clients' best interests.