is to help people
in their pursuit of Happiness,
in their pursuit of a Worry-Free Retirement,
and in their pursuit of a deeper Awareness
and understanding of those who are, and that which is
most meaningful and important in their lives.
We strive to provide people with outstanding service
that is based in compassion and integrity.
We also strive to provide people with above average returns and
below average risk,
while utilizing financial strategies that are suitable in helping
them achieve their personal financial goals.
is to practice “Service Above Self”.
In all cases we place our client’s welfare above our own.
is to maintain an Open Mind and Humility, as we engage in
teamwork and partnership and mutual respect......
with our clients and with the Financial Institutions and with the
Portfolio Managers who we select to support our efforts......
in achieving our Mission, our Service and our Motto.
The majority of the people who choose to work with us are
philanthropic by nature, mindful of Human Capital, and
appreciative of community, the arts, nature and horses.
Furthermore, they prefer investments that are focused on
Environmental Consciousness and Socially Responsible
December 1, 2017