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Investment Management


Stewardship and Execution

Our investment management process is designed to systematically apply and implement sound investment principles for our clients.

“When the young author entered Wall Street in June 1914 no one had any inkling of what the next half-century had in store. (The stock market did not even suspect that a World War was to break out in two months, and close down the New York Stock Exchange.) Now, in 1972, we find ourselves the richest and most powerful country on earth, but beset by all sorts of major problems and more apprehensive than confident of the future. Yet if we confine our attention to American investment experience, there is some comfort to be gleaned from the last 57 years. Through all their vicissitude and casualties, as earthshaking as they were unforeseen, it remained that sound investment principals produced generally sound results. We must act on the assumption they will continue to do so.” – Benjamin Graham
INVESTMENT RESOURCES


Why Select a CFA® Charterholder?


IRA Rollovers. What Should You Do With Yours?


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