Wealth Management

Our approach to investing is based on research done on the financial markets.

We believe in passive management: no active manager has been able to consistently out-perform the market.

We believe that fees matter: especially in our current low-return environment.

We believe in appropriate asset allocation: to manage portfolio risk and lessen volatility.

We commit significant time attending conferences, training, lectures and classes in order to keep abreast of the economy and current world events that affect the markets.

  • "Remember your dreams and fight for them. You must know what you want from life." - Paul Coelho

  • "Failing to plan is planning to fail." - Alan Lakein Lakein

  • "Never underestimate the power of dreams and the influence of the human spirit." - Wilma Rudolph

  • "Before beginning, plan carefully." - Marcus Cicero