Exceeding our client’s expectations by building a relationship based on trust and our commitment to excellence, is our objective.
Through a Holistic Approach, we provide financial advice that aligns with your goals, beliefs and objectives to guide you in uncertain and challenging times.
We employ a Value-Based Investment Focus in designing portfolio recommendations. Similar to investment legend Benjamin Graham, we seek equities with intrinsic value that are justified by the firm’s assets, earnings, dividends and financial strength relative to prevailing market conditions.
As we evaluate securities, we do not disassociate the selection process from our core faith and beliefs. Whenever reasonably possible, we will incorporate morally acceptable, values-based and Socially Responsible Investing (SRI) screening to our selection process - while always maintaining our emphasis on Outperformance with Lower Risk.
Do you know what you are investing in? Above all, Socially Responsible Investing (SRI) is about investing in companies that mirror your own values. Whether you care about Pro-Life issues, aligning your Faith and Values, Protecting Human Rights or the Environment or promoting Corporate Responsibility, we have screening tools to select companies with values that might be similar to yours.
Favorite Quote: "Let nothing be inconvenient to you"