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Our Philosophy


This simple philosophy is the very cornerstone of our business and has been the key to our success. We strongly believe that our business begins and ends with our clients and that is the reason why we always strive to act in their best interests.

Trusted Advice

  

Exceptional Service

  

Peace of Mind

We have the experience and expertise to partner comprehensive financial planning - retirement, tax and estate - with portfolio management. We specialize in crafting conservative financial strategies that are tailored to our clients' needs and goals.

  

Our team takes a very professional approach to investing and managing our business. All our clients receive personal attention from each of our team members. Since 1984, our clients have come to expect - and receive - service that is second to none.

  

We believe in honest, respectful and lasting relationships. We take the time to get to know our clients. Our job as investment advisors is to make recommendations that prioritize our clients' comfort level and their ability to sleep at night thru all market conditions.










No Question Too Small

by Rob Kelland
Director and Portfolio Manager

"When I meet with a prospective client, I'm very clear about who we are, what we're about, what we do ... and what we won't do. If somebody comes to us with unrealistic goals or expectations, I will tell them such.

It has to be a good fit both for me and the client. They have to feel comfortable working with us. Do they trust me? Do they trust my team? Do they trust the firm? Our reputation is important to us.

When it comes to client service, we emphasize that no question is too small. We're here to help, and we try to treat people the way we'd want to be treated."

Trust Factor

Click here for a full copy of the article Trust Factor, which was published in the Sep 2004 issue of Advisor's Edge.
[Note: The article is a large (767k) PDF. To view it, you will need the free Adobe Acrobat reader.]