Warren Buffett (Berkshire Hathaway)“The stock market is a device for transferring money from the impatient to the patient.”
– Sir John Templeton (Found of Templeton Funds, 1912-2008)“For those properly prepared in advance, a bear market in stocks is not a calamity but an opportunity.”
Martin Zweig (Fund Manager & Author, 1943-2013)“I measure what’s going on, and I adapt to it. I try to get my ego out of the way. The market is smarter than I am so I bend.”
Henry Kaufman (President of Henry Kaufman & Co)“There are two kinds of people who lose money: those who know nothing and those who know everything.”
As a “fee-only” investment fiduciary, we are charged with the obligation to put client interest first and act in a prudent fashion for your benefit. We work with you for a negotiated asset based fee. No commissions. No sales charges. No insurance. Our mission is to understand what you need to accomplish and put our energy and focus towards achieving it.
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We take a consistent risk management approach and customize it to building out a portfolio as unique as your goals.
Founded in 2005. Client accounts hold assets at Charles Schwab Institutional & Interactive Brokers.
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