Success at investing demands skill, discipline, patience and continuous effort.

We invite you to ‘tap’ our five decades of experience and extensive resource network.

Checklist and goals

Fee-only investment management customized to client’s specific goals

Consulting Bubble

Fee-only consulting for individual investors, financial advisers and other professionals

Client access

Extensive research and resource network

Client Education services

Access to what we view as some of the world’s best asset managers and best businesses

Financial planning

Client education and best practice investing tools

Timely Insights

Timely insights on important issues from our blog

Custodian and reporting services

Custodian and reporting services from Wells Fargo Clearing Services

Our firm is an Registered Investment Adviser(RIA). What does that mean? 

  • We are held to fiduciary standards and are required to act in our clients’ best interests at all times.
  • We provide advice on a fee-basis only and are not paid commissions on any investment product.
  • We are independently-owned, not part of a bigger firm. We invest our monies alongside yours.
  • We have more flexibility of investment choices than many of our competitors.
Red Pine Tree

We customize your investment program to meet your needs and wants.

We meet regularly with you to review your goals and investment returns.

We encourage you to call us anytime about anything.  We enjoy the interactions.

If we can’t help you with a finance issue, we’ll connect you with others who can.

We partner with our clients. Our incentive is tied to your long-term success.