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Investment Philosophy

We believe investing is a process not a product.  A successful investment advisory relationship begin with a clear understanding of each client's specific needs, concerns and long-term objectives. The individuals investment time horizon, income and liquidity requirements, prior investment experiences and tolerance for risk are all factors that help build the framework for a successful Fiduciary relationship. This framework becomes the guide in developing the asset allocation strategy and in selecting the individual securities that will make up a portfolio.