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Plan for Tomorrow

Live for today

Live for today

Let us help you plan for the future.

Our Investment Philosophy

  • Seek capital appreciation over the long term through the ownership of high-quality stocks, bonds, and other investments 
  • Invest in technically sound growth industries and sectors that have above-average capital growth potential while minimizing risk and volatility using relative strength
  • Our equity allocation goal, when appropriate, over a full market cycle is to provide a real rate of return which will exceed the inflation index - Consumer Price Index (CPI) - by 5%*
  • Dividend and interest income represent a portion of the expected total return

         *There is no guarantee this goal will be achieved. Changes in market conditions or a company’s financial condition may impact a company’s ability to continue to pay dividends, and companies may also choose to discontinue dividend payments. Asset allocation and diversification do not ensure a profit or help protect against loss. 

 

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