Our Philosophy

There is a tendency by many individuals, and for that matter, their trusted investment advisors, to try to predict the market based on what they’ve seen on tv or the internet. A due diligence process of constantly shifting between managers or funds won’t work for a number of reasons. For starters, it can be expensive, time consuming , and difficult to consistently apply. We feel that it essential to focus on educating our clients in plain English teaching them how not to “chase returns” rather focus fundamental techniques in the financial planning process.