Broker Check

Our Investment Philosophy

We believe:

  • All investing should start with a PLAN
  • DISCIPLINE AND PATIENCE are essential to successful investing
  • The retired investor’s primary financial concern should be preservation of their hard earned nest egg
  • Whenever possible, retirees should have an investment plan designed to help produce ACCEPTABLE RESULTS IN ALL MARKET CONDITIONS
  • Asset allocation may be one of the most important factors in determining long term investment performance
  • In DIVERSIFICATION to help minimize risk
  • For investors seeking higher long-term growth rates, time in the market and not market timing, is an important factor