The investment philosophy that guides our actions

Call it a conservative approach or a risk-adverse strategy, but we prefer to take only as much risk that is necessary to pursue your goals. To us, success should be measured by how well you are progressing toward your personal goals rather than against some benchmark like the S&P 500 stock index.

Furthermore, we feel that a one-size-fits-all investment portfolio doesn’t really fit anybody. How could it? Everyone is unique in their goals, needs, concerns, family dynamics and financial scenario. Your investments should reflect who you are and what you want to accomplish. That’s the result we hope to achieve.

The S&P 500 is an unmanaged index of 500 widely held stocks that is generally considered representative of the U.S. stock market. You cannot invest directly in any index and past performance doesn’t guarantee future results

A little something extra

Monroe resident, Collett Woolman, created the world’s first crop dusting service in the early 1900s.