Clients
Once you are comfortable with us and we both agree that working together is the best path forward, we sign an investment advisory contract (IAC) with you and begin implementing a strategy that will generate the income, growth, or a combination of income and growth for many years ahead. We are disciplined active investors that use indexing strategies and passive-asset funds. Our analysis has a modern value slant and follows business-cycle research along with an international perspective. If you don’t have the time, knowledge, or desire to manage your own investment portfolio we are here to help. We sit side by side with you and explain our logic one step at a time. There is nothing that we do that can’t be explained in simple terms. We prefer to avoid using pretentious industry jargon in order to ensure we communicate clearly with you. This should be a source of comfort and peace of mind for you and your family.