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 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 pursuits.
December 1, 2017