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Our Philosophy

Our Investment 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 that is appropriate for your needs.


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

Our Unique "One Stop Shop" Approach

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