In business for over 23 years, we are a highly experienced portfolio manager. Learning from different market conditions, success, and mistakes, we provide our clients with wisdom other managers just haven't developed. Our background in both finance and engineering gives us the knowledge to develop robust solutions to your investment needs.

If you prefer to take direct ownership in your investments and leave mutual funds, annuities, and other high cost products behind, you have found the right manager. We pride ourselves on selecting direct investments, allowing you to fully benefit from the efficiencies of being a direct owner.

Whether you are seeking income to support your lifestyle, looking to build wealth, or grow your retirement, our investment strategies have proven their value time and time again. As a fiduciary, we make certain your investment portfolio reflects your unique needs and desires.

We are a real value as a low-cost manager with a transparent fee schedule. Our fee is a flat percentage that is less than what most mutual funds charge. We provide custom investment solutions for less than most cookie cutter products cost.

You can rest well knowing your assets are invested using proven, robust, growth and income strategies designed by a US portfolio manager know for wisdom, value, and integrity.

Learn more about our investment strategy and our management style by visiting the links, requesting information, and meeting with us in person.

Professional Management
You can be confident knowing your investments are being selected, monitored, and maintained, by a highly qualified team utilizing state-of-the-art research and money management systems.

Independent Research
Our disciplined, systematic approach to investment analysis ensures the decisions made for your portfolio today will endure the test of time, unaffected by emotion, market hype, or fleeting fads.

Uncompromising Integrity
We are proud of our heritage and are ethically committed, as an honorable agent working on your behalf, to putting your interests first.

Intelligent Positioning
By pre-positioning your portfolio in undervalued securities across sectors, you benefit from whatever direction the market moves next.

Robust Efficiency
By focusing on direct investments and thoughtful money management, our strategy seeks to improve your portfolio's performance by lowering the impact of taxes, fees, and transaction costs.