We Believe You'll Be Satisfied With Us
Most of all, we're good listeners.
We find out how you feel about things. What level of risk you can tolerate. What your goals are. Where you are in life. Then we build a custom portfolio for you that gives you what you want and need.
We answer the phone ourselves!
We're easy to reach and easy to talk to. You're dealing directly with us, the principals, all the time, on the phone or in meetings.
Our clients don't get lost in the shuffle.
We treat each client as a real person, with real desires. Real goals. Real fears. Real dreams.
We're fun to work with.
For us, following the markets is a passion, not just a job. For many of our clients, our pleasure in what we do is contagious. With us, they've learned to enjoy their money.
Our investment decisions are creative. Sometimes even extraordinary.
Because we make a point of looking into areas that are way ahead of "the buzz," we sometimes suggest stuff that surprises you at first. But watching what happens to those investments often proves to be absorbing.
We're just plain smart about research.
Most investors assume they'll get better research from a big firm. But we believe our proprietary research system produces results easily as good as what we usually see from much larger firms. Plus, with us, the researchers and the decision-makers are the same people, so there's no time wasted. We move fast to take advantage of what we find out.
We make it easy for you to measure our results
We tell potential clients the most accurate measure of an investment firm is not mere numbers. It's whether the firm gives its clients, one by one, what they want.
We're honest and realistic.
We don't promise you a lot of pie in the sky. What we will do is work hard to capitalize on market upswings and soften the downswings for you.
We take care of you.
We take risks with your money when you feel adventurous. Put it into safe harbors when you don't. When you go through big changes in your life, we adjust your portfolios to respond to what you want and need.
Nothing in the list of “9 Reasons” shown above is intended to guarantee that there will gains on any particular investments or to imply that we can guarantee any specific level of performance. Investing in the stock market always involves a risk of loss, particularly during volatile economic times, and could result in significant losses.