Clients We Serve.


Our clients are varied in age, background and goals but we have found that most of our clients have a conservative bias and that protection of capital is a high priority. In a recent survey some of our clients were asked why they chose us and some of the top phrases were; “Valued”, “Respected”, “Bill is down to earth”, “I feel trust”, “Investment is just as important to Bill as it is to me”, “Bill understands me, my family, and our needs”.

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Philosophy


We strategically diversify across all appropriate asset classes aligned to our clients’ goals and risk tolerances.We actively manage the underlying investments in each client portfolio using individual securities, mutual funds, and ETFs that have been rigorously researched and screened to meet the overall objectives for each portfolio.

  • Controlling risk with diversification
  • Building balanced funds that are appropriate for client goals and risk level.
  • Use all asset classes
  • Use technical and fundamental style analysis
  • Diversify risk by leveraging active and passive investments
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Philosophy


Our philosophy and professional responsibilities are straight forward

  • We will only do what is best for the client.
  • The client advisor relationship is based on trust, and building trust is always our goal.
  • Everyone deserves access to good accurate timely advice, prompt responses to inquiries, error free and efficient client service.
  • The client experience should be rewarding and stress free.