Our Investment Philosophy guides our actions

Call it a conservative approach or a risk-adverse strategy, but we prefer to take only as much risk as 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 volatile benchmark.

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 opening of the Champlain Canal in 1823 marked the beginning of Burlington’s stature as a port town.