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Our Values

We were founded on a belief that when our client’s interests were well served, that they would prosper and so would our firm. We never looked back.

We operate on a principal of Fiduciary Responsibility to the client, a principal we embraced in 2004 when we opened our doors.
We maintain independent status. We are free from the conflicts of interest that exist when you work for a brokerage firm, insurance company or a bank. We work exclusively for our clients.

Above all else, we value honesty, integrity and personal responsibility in our staff.

We believe in a pretty straightforward way to invest. We try to abide by some simple concepts. Keep expenses low. Invest for the long term. Look for very good businesses; profitable, positioned for future growth and generating free cash flow. We think that simple well thought out investments will lead our clients to growth of their wealth.

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