Investment Philosophy and Partners

We believe that exceptional long term returns can be accomplished by effectively managing risk during difficult economic times rather than chasing returns during good ones.Therefore, our goal for managing your portfolio is as follows:

To potentially reduce the severity of losses in down markets and decrease the length of time to full recovery through focused diversification and rebalancing.

Diversification does not assure a profit or protect against losses in declining markets and diversification cannot guarantee that any objective or goal will be achieved.

Investment Management Partners

If you would like more information on the companies and mutual funds that we use in our investment planning practice please click on the links below.

Yacktman Asset Management

Parnassus Investments

Harris Associates - Oakmark Funds

Royce Funds

Cohen & Steers Realty Shares

Oppenheimer Developing Markets Fund

Invesco Mid Cap Core Fund

Pimco Investments

Lord Abbett

Primecap Odyssey Funds

Templeton Global Bond Fund

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No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.

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