Mission Statement

Our Mission

You've worked hard your whole life anticipating the day you could finally retire. Well, that day has arrived!  But with it comes the realization that you'll need to carefully manage your assets to give them lasting potential.  Most of our clients are either planning for, or are already in retirement and want to make sure they don't outlive their assets. Many of our clients have been with us for many years and are typically patient investors, have long term horizons and believe in the growth of the world’s economies over time.

With over 30 years’ experience working with investors and having managed clients assets through several major market declines during that time – the crash of ’87, the bursting of the tech bubble from 2000 to 2002 and the financial meltdown in 2008 and 2009 - we understand the challenges that sticking to an investment plan in turbulent times can present. Over the past 30+ years, we’ve witnessed the Dow Jones go from 1,000 to 23,000+ in spite of 5 major market declines during that time.

Communicating with our clients on a personal basis and simplifying the investment process are ways we help our clients avoid the typical financial pitfalls when it comes to handling their money in retirement.