Our Belief System Is That…
We only invest money for others exactly as we do our family’s accounts.
We have no customers or clients, only partners.
A partner is known by name, not account number, and known well.
Phone calls are answered by a person and returned the same day.
Questions receive the answer that is needed regardless of what is wanted.
More powerful than any law is the simple desire to do the right thing.
Our partners are not paying us for our time, but more of their own.
Your ultimate goal is peace of mind.
invest their own capital as they recommend their partners do. Please note that clients are not partners in the legal sense of the term.
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