Our Investment Philosophy

We Are Conservative
We take a conservative, long-term view on investing. Our goal is to provide you with a reasonable and competitive return over time.

We Believe in the Importance of Dividends
Our portfolios emphasize large, domestic companies that pay attractive dividends. Dividend income has historically been approximately 40% of the stock market’s total return.

We Chart a Steady Course
Arriving at a plan and executing it also means maintaining a steady course through market fluctuations. This plan guards against overly aggressive behavior in a rising market or an overreaction to a falling market.

Investment products such as stocks, bonds and mutual funds are:
NOT FDIC INSURED | NOT BANK GUARANTEED | MAY LOSE VALUE | NOT A DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY