Our Philosophy

Our investment philosophy involves using investment options that meet our stringent screening criteria, while focusing on the long–term investor. We are not tied to, nor do we receive commissions from, any fund family. This allows us to serve your needs without an obligation to sell preferred products of other fund, brokerage, or investment companies. We complete independent evaluations of a full range of mutual funds, exchange-traded funds (ETFs) and fixed income options to create an investment menu appropriate for your needs.

 

Once an investment menu has been carefully crafted, we regularly monitor each investment option and make changes to the investment lineup when we feel it is appropriate.