Our Philosophy

With markets appearing more volatile and uncertain every day, we provide our clients with a disciplined investment approach that:

  • Relies on ongoing verifiable academic research

  • Implements a disciplined buy low, sell high strategy

  • Eliminates unnecessary risks

  • Captures returns when markets go up

  • Minimizes taxes

  • Keeps costs low

  • Eliminates guess work

  • Improves the probability of accomplishing individual and family goals

  • Provides statements with fee transparency

  • Places a high emphasis on client education and communication

We also believe that financial markets work. Let's demonstrate how with a $2.00 cup of coffee.   


Don't wait any longer. Let's get started on building your portfolio right now! 


Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck