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Investment Philosophy

Our Investment Philosophy

Buy wonderful businesses at fair prices, hold them forever, take advantage of market sell-offs, minimize taxes/transactions costs and let the magic of compounding do its thing.

My favorite investing quotes

"Bull markets are born on pessimism, grow on skepticism, mature on optimism and die on euphoria." ~Sir John Templeton

"Speculation is an effort, probably unsuccessful, to turn a little money into a lot.  Investment is an effort, which should be successful, to prevent a lot of money from becoming a little." ~Fred Schwed Jr

"The market, like the Lord, helps those who help themselves. But, unlike the Lord, the market does not forgive those who know not what they do. For the investor, a too high purchase price for the stock of an excellent company can undo the effects of a subsequent decade of favorable business developments." ~Warren Buffett

"Long ago, Ben Graham taught me that 'Price is what you pay; value is what you get.' Whether we're talking about socks or stocks, I like buying quality merchandist when it is marked down." ~Warren Buffett

"Inflation is when you pay fifteen dollars for the ten dollar haircut you used to get for five dollars when you had hair." ~Sam Ewing

"An investment operation is one which upon thorough analysis promises safety of principal and a satisfactory return." ~Benjamin Graham

Our Mission

To Empower the Average American, Fulfill their Financial Destiny, Build a Legacy and Live a Prosperous Life.

What we can help you with

Tax Free Retirement

Comprehensive Financial Planning

Portfolio Management

Investments & Wealth Transfer

Life Insurance & Annuities

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