Our Core Business Values

Ethics

“We do the right thing!”

We always strive to act in the best interests of our client, even if it brings us harm. We will never do anything that we would not want reported in the local newspaper or on Facebook the following day.

Purpose

We exist to provide our clients with a solid foundation from which they can make the best possible decisions for their long term best interests.

Growth

Our unwavering commitment to the time proven investment philosophy and process we follow will help our clients both grow and protect their invested capital over their lifetime.

Focus

We chose to identify and eliminate those things which are non-productive. We strictly focus on the things that are inside our control and diligently work to always do them to the best of our ability.