• Start with a long-term outlook.
  • Manage short-term volatility.
  • Strive to keep losses manageable.
  • Search for upgrade situations and take advantage of them.
  • Keep emotions in check when others skew theirs to one extreme.
  • Act with conviction, based on analysis and experience.
  • Consider the tax impact of every investment decision before it is made.

We are a fiduciary to our clients

Above all else, we hold ourselves to the “Fiduciary Standard.” This means that we always act in the client’s best interests. That is very different from the “Suitability Standard” that brokers are subject to, which in our strong opinion opens the door to significant conflicts of interest.