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My basic principle is that you don’t make decisions because they are easy; you don’t make them because they are cheap; you don’t make them because they are popular; you make them because they are right.
~ Reverend Theodore M. Hesburgh, C.S.C. President Emeritus, University Of Notre Dame

Our mission is to build a firm on the foundations of integrity, prudence, and transparency while emphasizing the importance of true risk management. The novel idea of voicing all sides of the investing story, educating investors allowing everyone we touch to make fully informed decisions. After nearly 23 years, splitting time between the institutional side as well as private wealth management, starting at a boutique investment bank, finally leaving one of the larger brokerage firms in the country post acquisition, I have seen this business from a collective of different vantage points most industry veterans will never know.

OUR HISTORY
Philosophy

Shoshin - A word used in Zen Buddhism meaning “beginners mind”. It describes an attitude of openness, eagerness and lack of

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Our Process

All too often, we allow “the law of the instrument”, our learned biases, coupled with outside influences, i.e. the cognitive bias’s

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Investment Approach

The financial industry preaches to investors the need to stay fully invested while utilizing diversification and asset allocation as their primary

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Income Planning

The law of the Instrument is a cognitive bias that involves an over-reliance on a familiar tool. “I suppose it is

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Why Choose Us?

FIERCE INDEPENDENCE
There are no shortcuts to success. Our approach is simple: knowledge plus care plus discipline add up to performance.
UNLOCKING POTENTIAL
Nothing takes priority over our doing the right thing to help you to make smart decisions for your financial well being.
THINK DIFFERENT
Your trust is our lifeblood. We are accountable to three pillars that drive our daily work. See how we do business and why it matters.

599
TOTAL CLIENTS
5140
PROJECT COMPLETED
2350
WORKERS EMPLOYED
125
RECEIVED AWARDS

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Latest News

March 2024: HIGHER FOR LONGER! From the Fed to government: deficit spending, growth & inflation.

Higher for longer “We've got nine months of 2-1/2 percent inflation now and we've had two months of kind of...

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February 2024: Opposing forces collide! Is it just a matter of time?! Only time will tell…

Today we have no witty analogy to open … the length of the note is due large in part to...

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Q4 2023: DISTRACTION meets: Train wreck in slow motion!

Distraction Our family is constantly on the go … with two young girls, I find myself throwing my laptop into...

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November 2023: They NEVER SEE IT COMING!!! Because they don’t do data & it’s deplorable…

“The striking thing … the economic data have been surreally good!” (source revealed below) Principles I’m a fairly large individual...

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