We have a very simple philosophy in doing business that has worked for thousands of years: "Do unto others as you would have them do unto you." If we treat others as we feel we deserve to be treated, our clients will respect us when the market goes up and when the market goes down.
We help our clients invest, based on their goals and objectives, not ours. We know that everyone is different, and we must get to know our clients so that we can understand their level of comfort and what they are trying to accomplish. We will present ideas and choices, but we will always be sensitive to their particular wishes.
Above all, we will make every effort to keep every one of our promises. We will not promise high rates of return, because we know that such promises, in most cases, are not sustainable. We know the difference between "speculation" and "investment," and we work best with those who are seeking to "invest" in their future.