In having a Long-term Investment Approach
A disciplined investor looks beyond the concerns of today to the long-term growth potential of markets.
Growth of a dollar—MSCI World Index (net dividends), 1970–2020
Market Timing Is Very Difficult To Do
You must get it right twice. Once at the top of the market, and once at the bottom.
A diversified portfolio minimizes your downside and reduces volatility by spreading your life savings across several asset classes.
Asset allocation is crucial to your success
An appropriately allocated portfolio is designed to produce long term results for your specific situation within an acceptable level of risk.
In time-tested investment strategies
Our investment strategies are not informed by fads or popular opinion. We invest your money using reliable methods with a long-term focus.
Investing For The Future
Contact us to learn more about our long-term investment philosophy and discuss how a strategic plan based on your own unique risk profile and goals can help ensure economic value in your sustainable investments.
P: (619) 295-0200
F: (619) 295-0210