Registered Investment Advisory specializing in individually managed accounts of Stocks and Tax-Free Bonds

Managing investments since 1983. Our investment philosophy is simple. No effort is made to forecast the stock market. Businesses in which we invest must have favorable economic characteristics, a business franchise, generally including rising sales and earnings, a strong competitive position, strong management and balance sheet. Our goal is to focus on business fundamentals, as opposed to stock market dynamics and purchase shares at a fair price while holding until the fundamentals of a compa...

Managing investments since 1983. Our investment philosophy is simple. No effort is made to forecast the stock market. Businesses in which we invest must have favorable economic characteristics, a business franchise, generally including rising sales and earnings, a strong competitive position, strong management and balance sheet. Our goal is to focus on business fundamentals, as opposed to stock market dynamics and purchase shares at a fair price while holding until the fundamentals of a company change. We promise to invest your capital as carefully as we do our own, because we know that your hopes for your family's future are every bit as sacred to you as ours are to us.