Investment Approach


As an independent investment advisory firm, we work together with our clients to choose portfolios that best match your risk tolerance and goals. We seek to find valuable companies that provide quality products and services that are doing good in the U.S. and around the world. We are pursuing for “good returns” for “long term investors.”

Investment Approach

Investment Goals


Low Risk

Lower standard deviation than benchmarks

Above Average Returns

Higher than underlying benchmarks

High Integrity/High Impact

Quality control/ethical values approach

No Load/Low Cost

ETF’s and mutual funds