Fiduciary Relationship
We have a legal and ethical duty to always place your interests ahead of our own.
Custom
Stock
Portfolios
We develop and actively manage investment accounts by valuing and directly investing in methodically selected companies.We develop and actively manage investment accounts by valuing and directly investing in methodically selected companies. Reach out for a detailed presentation of our services, performance, and a free portfolio consultation.
Focused on Delivering
Performance
Our RIA is dedicated to identifying and capitalizing on extraordinary investment opportunities while providing managed access to benefits like: Dividend income, diversification, liquidity, and the potential for capital appreciation.more
About Us
About Us
We are a Registered Investment Advisory firm dedicated to delivering performance by identifying and capitalizing on extraordinary investment opportunities.
Our services provide managed access to benefits like: Dividend income, diversification, liquidity, and the potential for capital appreciation.more
Liquidity
Individual accounts allow you to easily access your funds through transfers or debit card.
Third-Party Custody
Only you can make deposits and withdraw funds from your investment accounts.
Severability
You may terminate our services without incurring any fees or penalties.
Fee-Only
Our advisors do not earn commissions for selling you products.
Transparency
You can track every transaction and expense through your monthly brokerage statement.
Fiduciary Relationship
We have a legal and ethical duty to always place your interests ahead of our own.
Liquidity
Individual accounts allow you to easily access your funds through transfers or debit card.
Third-Party Custody
Only you can make deposits and withdraw funds from your investment accounts.
Severability
You may terminate our services without incurring any fees or penalties.
Fee-Only
Our advisors do not earn commissions for selling you products.
Transparency
You can track every transaction and expense through your monthly brokerage statement.
Personalized Service
and Support
Our team empowers you with guidance and expertise as you pursue your financial goals. Separately Managed Accounts include: Individual & Joint Accounts, IRAs, Roth IRAs, SEP IRAs, Inherited IRAs, and 401k Rollovers.more
About You
About You
Our team empowers you with personalized service, guidance, support and expertise as you pursue your financial goals. We manage Individual & Joint Accounts, IRAs, Roth IRAs, SEP IRAs, Inherited IRAs, and 401k Rollovers.more
step 1
Client Evaluation
Our team learns about your goals and creates a long-term investment strategy based on your financial position.
step 2
Account Opening
We help open and fund your brokerage account. You can contribute via check, bill-pay, wire, ACH, and auto-draft.
step 3
Portfolio Development
As you contribute, we invest your capital in companies we consider have outstanding quality and growth potential.
step 4
Performance Reporting
We keep you informed with insightful monthly reports and provide ongoing guidance and support.
step 1
Client Evaluation
Our team learns about your goals and creates a long-term investment strategy based on your financial position.
step 2
Account Opening
We help open and fund your brokerage account. You can contribute via check, bill-pay, wire, ACH, and auto-draft.
step 3
Portfolio Development
As you contribute, we invest your capital in companies we consider have outstanding quality and growth potential.
step 4
Performance Reporting
We keep you informed with insightful monthly reports and provide ongoing guidance and support.
Don’t Just Save for Retirement; Invest for Life.
Reach out for a detailed presentation of our services, performance, and a free portfolio consultation.
Unparalleled
Potential
Equities, shares, or stocks are more than just symbols; they represent ownership in companies. Unlike other asset classes, companies can deploy various growth strategies and can appreciate by virtue of the capabilities and imagination of their leaders and employees.more
Why Equities?
Why Equities?
In short, unparalleled potential. Equities, shares, or stocks are more than just symbols; they represent ownership in companies. Companies can deploy various growth strategies and can appreciate by virtue of the capabilities and imagination of their leaders and employees.more
Products & Services
Companies propel society forward and can create shareholder value by profitably providing the goods and services that make modern life possible.
Expansion & Acquisitions
Companies can create synergies, diversify product lines, and expand market share by acquiring other businesses and entering new geographic markets.
Innovation & Efficiency
Companies routinely re-imagine products and make new ideas come to life. They can improve their financial position through cost-cutting and efficiency-enhancing technologies.
Share Repurchases
Companies can repurchase their own shares. Reducing the number of shares outstanding can improve various financial metrics and translate into higher share prices.
Products & Services
Companies propel society forward and can create shareholder value by profitably providing the goods and services that make modern life possible.
Expansion & Acquisitions
Companies can create synergies, diversify product lines, and expand market share by acquiring other businesses and entering new geographic markets.
Innovation & Efficiency
Companies routinely re-imagine products and make new ideas come to life. They can improve their financial position through cost-cutting and efficiency-enhancing technologies.
Share Repurchases
Companies can repurchase their own shares. Reducing the number of shares outstanding can improve various financial metrics and translate into higher share prices.
Growth of $1 USD: 1950-2023
Historical performance of various asset classes since 1950.
Historical Performance
Growth of $1 USD in various asset classes from: 1950-2023.
S&P 500
$1 invested in the S&P 500 Index in 1950 grew to $2986.90 by 2023.
See How Our Performance Compares.
Reach out for a detailed presentation of our services, performance, and a free portfolio consultation.
How we Develop
Investment Portfolios
We evaluate macroeconomic data, screen companies, and continually monitor market conditions looking for long-term investment opportunities.more
Our Process
Our Process
We evaluate macroeconomic data, screen companies, and continually monitor market conditions looking for long-term investment opportunities.more
step 1
Regions & Industries
We begin by identifying countries and sectors where we expect favorable economic trends.
step 2
Selection & Analysis
Next, we single out, value, and track companies we believe have great long-term potential.
step 3
Portfolio Development
We continually monitor share prices of our selected companies aiming to invest your capital at the best possible prices.
step 4
Performance Reporting
We provide monthly performance reports to keep you informed and help you track your portfolio.
step 1
Regions & Industries
We begin by identifying countries and sectors where we expect favorable economic trends.
step 2
Selection & Analysis
Next, we single out, value, and track companies we believe have great long-term potential.
step 3
Portfolio Development
We continually monitor share prices of our selected companies aiming to invest your capital at the best possible prices.
step 4
Performance Reporting
We provide monthly performance reports to keep you informed and help you track your portfolio.
How we Select
Each Investment
Our multifaceted valuation and investment methodology stems from decades of business experience and covers qualitative and quantitative fundamental analysis.more
Research
Qualitative &
Quantitative Analysis
Our multifaceted valuation and investment methodology for selecting each of your investments stems from decades of business experience and covers qualitative and quantitative fundamental analysis.more
Financial Strength
+50 metrics, including Profitability, cash flow, debt interest coverage, and cash reserves
Vision & Leadership
Integrity, professionalism, consistency, and business acumen in management
Innovation & Creativity
Impact of research and development on their ability to compete and keep customers engaged
Efficiency & Productivity
Improvements in operating margins and effective technology implementation
Social Responsibility
Fair treatment of employees and customers, and a respectful presence in local communities
Sustainability
Consistent intelligent efforts and initiatives for reducing environmental impact
Financial Strength
+50 metrics, including Profitability, cash flow, debt interest coverage, and cash reserves
Vision & Leadership
Integrity, professionalism, consistency, and business acumen in management
Innovation & Creativity
Impact of research and development on their ability to compete and keep customers engaged
Efficiency & Productivity
Improvements in operating margins and effective technology implementation
Social Responsibility
Fair treatment of employees and customers, and a respectful presence in local communities
Sustainability
Consistent intelligent efforts and initiatives for reducing environmental impact