How We Invest


We have a deep knowledge of the syndicate markets. Jim has worked as the syndicate coordinator at several reputable firms. If you are interested in exploring this option please contact us to discuss further.

Goals Based Investing:

Each client's financial plan dictates the goals we aim to achieve. There is no universal solution to how money should be invested. Your individualized plan will be based on your family's time horizon, risk tolerance, current circumstances and situation.

Active Management:

We believe that the most successful investors find a way to remove emotion from their investment decisions. We apply a strict buy/sell discipline that we update every two weeks, depending on earnings, to maintain investment discipline and objectivity. We are very proud of the portfolios we manage for our clients. Understanding that markets will fluctuate, we look to build portfolios that can withstand and participate during a wide variety of market environments.