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Our approach to investment planning relies on core principles developed and tested since the inception of our firm. These principles are:

• Asset allocation provides the foundation to managing portfolio risk and return potential;
• In addition to asset allocation, tax efficiency is critical;
• Portfolio expenses must be scrutinized;
• No single money management firm can be all things to all people; and
• Our most important role is to be an objective advocate. Our goal is to control costs, be tax efficient and manage risk. This provides an effective way of helping towards achieving your financial goals.

Investment Products

Traditional

• Stocks
• Bonds
• Mutual Funds
• ETFs

• Various Money Management Platforms available

• Non-Traded REITs
• Hedge Funds
• Oil & Gas
• Equipment Leasing
• 1031 Exchanges