Our two principals have over 65 years of combined experience as investors and advisers.

We find that most people know little about investing and don’t achieve their financial goals.

We think we are a valuable partner because we understand investing best practices.

We work on a fee-basis only, so we’re incentivized to creating lasting value for our clients.

A star on top of a palm

We are committed to: 

  • excellence and integrity in everything we do.
  • exceptional results over the long term.
  • service to others as the best way to serve ourselves.

Let’s connect and see how we can help each other.

We expect you to find our experience, enthusiasm and investing strategy irresistible.

Sincerely, Don and Mike

best practice: a method that over time has shown superior
                             results to those achieved by other means