How We're Different


For 16 years we have worked with clients to focus on what variables determine historic lifetime investment success. The formulation of written date specific, dollar specific goals and acting on a plan are of tremendous importance. This allows us to not react to the current climate and keep our clients focused on the long term. We believe planning not reacting is the most important variable in long term investment success. We believe the portfolio, however constructed, is the servant to the plan and not the plan itself.