Philosophy


The most important thing about an investment philosophy is that you have one.
— David Booth, Founder, Dimensional Fund Advisors

Independence

We are 100% employee-owned. We are not affiliated with any other company.

Steadiness

Successful financial decision-making requires separating emotions from investment decisions. 

Diversification

Diversification may not work all the time, but it works over time. 

Control

No one can reliably, consistently forecast the market. We focus on what we can control: creating a plan and helping you implement it. 

Fiduciary

We put your interests ahead of any other consideration.

Personalization

Our client relationships are successful when we understand clients’ particular circumstances. 

Communication

The foundation of a successful relationship is open and ongoing communication.

Straightforward

Financial complexity is too often expensive and counterproductive. Our investment program is straightforward and economical.