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Our Approach

A 360-degree View

We partner with our clients to help them clarify and reach their financial objectives. In much the same way as an experienced guide prepares the climber for the ascent, we know that careful planning, selecting the right equipment, following a good map, and adjusting course when the landscape or weather dictate are all essential steps for a successful outcome.

We begin by getting a clear picture of who you are. And we do it the old-fashioned way: we listen. 

We also want to know where you are. So we ask a lot of questions.    

Our job is to get you where you want to go. We do this by talking to you in plain, understandable language. We don't want confusion and uncertainty clouding your financial decisions, so we help you to clarify your goals, and make sure they are realistic.

Your current situation, your family structure, your needs, your dreams, your concerns, and your values dictate our next step. We take a 360-degree view to make sure you're headed in the right direction.

We are client centered.  Whether you are just starting out, are in transition, or are approaching retirement, we will be right there beside you - providing objective advice, protecting what you have worked so hard to achieve, growing your portfolio and safeguarding your dreams.

With integrity, objectivity, professionalism and confidentiality, we will monitor your progress based on the achievement of your goals, and guide you through the unexpected twists and turns that inevitably challenge all of us.

From base camp to the summit, your best interests are our best compass.

And a View from 30,000 Feet

We also have a market view that impacts how we construct your portfolio. When it comes to selecting stocks and bonds, our selections aren’t the result of simply ticking off boxes dictated by your Risk Profile. They are deliberate and forward-thinking.

Yes, some old investment chestnuts are tried and true. But there is also no denying our world is changing and therein lies the challenge. When it comes to the fixed-income component of your portfolio, we are very traditional. And traditionally, this component comprises “the safe money” or, if you will, provides the ballast to windward.

Our approach to equities is not traditional because, when it comes to performance, that is risky. Our job is to stay ahead of the curve, because we believe that is where opportunity lies. The future begins today for those paying attention. So, our challenge is to steer the course but to also keep our eyes on an ever-changing horizon. 

 "Climb the mountains and get their good tidings." - John Muir