You, the patient investor should be rewarded with superior inflation-adjusted returns.
Your objectives drive asset allocation decisions.
In providing prudent, objective investment advice that is solely focused on your stated objectives.
In conducting fundamental research to identify companies with increasing internal rates of return on invested capital.
In building diversified portfolios with a core of select companies that are supplemented with mutual funds where appropriate.
That fixed income is best used as a capital preservation tool, providing higher income levels and increasing portfolio stability.
Wealth Preservation and long-term reasonable growth are our primary goals.