Portfolio Management

We have a unique investment philosophy - one that puts the interests of our clients at the forefront of decision making. We act in the best interests of our clients by using an academically based investment philosophy and creating custom portfolios to fit the individual needs of our clients. 

To do this, we partner with Wealth Managment, LLC to design and manage the right portfolio for you. 

"The Investor's chief problem - and even his worst enemy - is likely to be himself"

      -Benjamin Graham 

Take a close look at the chart above.  Here are a few interesting stats...

•  In 2015, the average mutual fund investor underperformed the S&P 500 by a margin of 3.66%.  The S&P returned gains of 1.38% during the year; and the average equity investor suffered a loss of -2.28%.

•  In 2015, the 20-year annualized S&P 500 return was 8.19% while the 20-year annualized return for the average equity mutual fund investor was only 4.67%, a gap of 3.52%!


When we aren't disciplined, our emotions can get the best of us. A disciplined strategy and an advisor helping you stay the course can possibly mean a significant increase in your investment accounts over time. So how do we know how to sell high and buy low without emotions getting in the way?? 



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