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We believe it is important that your investments reflect who you are and where you are headed. Our independent investment management platform allows us to tailor a portfolio to your personal needs and can include individual stocks and bonds, ETFs, mutual funds, and alternative investments. Contact us today to open an investment account.

It is easy to be in investor, but a successful investor, that is another story. Here are...


11 Investing and Finance Mantras to Live By

  1. Live well within your means. More stuff ≠ more happiness.

  2. The only constant in life is change. Stay flexible (mentally and with personal circumstances), and be comfortable with being a little uncomfortable.

  3. Crowds can be (and often are) wrong. 

  4. A healthy dose of skepticism is essential in life. But remember: Pessimism only sounds more intelligent than a positive outlook, it’s often the half-glass-full viewpoint that wins the day.

  5. Anything that requires an excessive amount of time and attention isn’t an investment, it’s a job. There’s nothing wrong with one versus the other, but don’t confuse the two.

  6. True investing involves providing capital to a person or organization in need, then benefitting alongside them from their efforts.

  7. If you’re still working, keep saving. Deposit new cash into your account -- the more frequently the better (like monthly or quarterly). If you’re retired, always keep idle cash in your account to take advantage of periods of volatility. Cash is like a good set of shocks for life’s very bumpy road.

  8. Investing should never be a short-term venture. That’s what savings is for. When’s the last time you heard an entrepreneur say they started a new venture for a few months to a couple years tops?

  9. Paying a fair price for an investment is important, but becomes less important the longer you expect to own it.

  10. More trading ≠ more profitability.

  11. All investments have risk. But each investment has a different set of risks. Rather than think in terms of “safe” versus “high-risk,” identify what the different individual risks are -- and when the right time to take said risks makes most sense.

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