About Us

With a combined forty years of experience in the financial arena, we bring a wealth of knowledge to the table, and our clients view us as their life-long financial quarterbacks. Over the years we have helped navigate our clients' portfolios through the easy sailing of bull markets, contrasted with the dark clouds and storms that bear markets bring. Through it all, our investment temperament has been refined, and we bring to our investment philosophy a deeper understanding of the dreams and fears that all investors share.

Our clients also enjoy the peace of mind that comes from knowing their assets are in custody at Charles Schwab, one of the nation’s largest brokerage firms.