In Aesop’s fable, “The Tortoise and the Hare,” slow and steady wins the race. Our goal is to seek a reasonable return over the long term while taking measured risks.

Understanding risk is one of the most important factors when it comes to investing. Our investment philosophy involves helping our clients understand their risk tolerance and aligning their financial objectives with proper asset allocation under the current investment environment using macro and technical analysis. We are more stable and predictable because we invest primarily in mature, mid-to large-cap companies with a stable and predictable outlook.

Our commitment to providing sound financial advice along with quality service translates to a positive experience. Our experienced and knowledgeable team is available on call and will personally handle any issues. Over time, relationships are strengthened through consistency, patience, expertise and trust.