Broker Check

Investments and Advisory

You have choices in the way that you wish to invest. Some firms believe in one or the other, but we believe that you should have the choices. We have opted to establish a hybrid model: one that you have control, on which path that you want to take, sometimes both, but we believe that you should have control.

At some point in our relationship, we thoroughly discuss each type of account and why each has its pros and cons to our plan that we work on with you. Some plans are better suited to advisory, and some plans are better suited for the commission side of the industry. We discuss the costs structure on each and answer any questions that you may have.

Client Centered

Very briefly, here are a few quick thoughts about our philosophy, in no particular order, and by no means is this an all extensive list:

  • We believe in diversification with all of our clients.
  • We do not “chase” the number one performing investment at any time.
  • We take a long-term approach to investing.
  • We seek out top performing investments that have done well for the long term.
  • We try to be proactive and while we will not get you the highest rate of return, we try to preserve the downside as best we can, and make the unforeseeable bumps more manageable.