Core Beliefs and Values

A clearly defined investment plan is vital for financial success. Every investor should have an investment policy statement.

Core Beliefs

I Believe That…
  …successful investing is a long-term process, not a series of transactions or short-term events.

  • Clients deserve customized investment strategies, tailored to their specific situations.
  • A clearly defined investment plan is vital for financial success. Every investor should have an investment policy statement.
  • Financial planning should simplify, not complicate, our clients’ lives.
  • Part of our responsibility is to help clients develop clarity regarding any short-term expectations, maintaining our focus on pursuing their long-range goals.
    • Serious investors, focused on long-term wealth building, should consider using independent, professional money managers.
    • Wealth management is a full-time business, not a hobby.
    • Maintaining appropriate investment risk is as important as
    • maximizing portfolio returns.
    • There are no quick fixes… hard work and smart planning get the best results.
    • Emotional decisions should not replace rational judgment.
    • Taxes and inflation impact wealth accumulation, and should be minimized when possible.
    • Quality endures. A portfolio built on quality investments is more likely to endure the test of time.

Core Values


My most important product is integrity, and developing your trust represents the cornerstone of my business.My clients will know that I:

  1. Always place my clients’ interests above my own
  2. Strive to deliver objective and independent financial advice
  3. Am not required to recommend proprietary investments


Quality drives all that I do. Quality is not perfection, but rather, the relentless pursuit of a standard of excellence. I display this by:

  1. Analyzing investment alternatives to identify a history of competitive performance
  2. Providing thorough, easy-to-understand recommendations and research results


Ultimately, it is the quality of my investment advice that represents values to my clients. I am committed to increasing my level of professional competence by:

  1. Consistently investing in professional training and development programs
  2. Utilizing the most advanced tools and recent technology available


I am committed to delivering excellent customer service at all times. My clients can expect:

  1. My focus on building a long-term successful relationship
  2. Nothing less than the most courteous and respectful conduct
  3. Quick and efficient resolution to every inquiry or concern
  4. Caring, personal attention to your individual needs and circumstances


My success is built on trust. I will honor your privacy by:

  1. Releasing confidential information to other professionals only after your proper authorization
  2. Maintaining complete and secure client records

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