Broker Check


Our clients expect a great deal from us, and they are right to do so. Having integrity is much more than being honest and sincere. Most firms have good intentions, but in our experience, they do not invest the time to thoroughly understand the complicated investment options available today. Having integrity also involves knowing your capabilities and limits. Our firm does not have all the answers or a monopoly on all successful investment ideas. Our strengths stem from our unique ability to identify attractive investment opportunities and avoiding speculation. Over the years, we have learned that integrity means doing the hard work once you have made the sales pitch.