Entrepreneurs and business professionals seem to appreciate our risk-conscious investment approach. Our genesis came from the astute sale of a quality, successful, family business and we invest in companies that exhibit those same top-notch characteristics.
We believe that investing in financially durable, well-run enterprises at the right price is the key to building real wealth over the long term. Our team conducts in-depth, independent research and analyzes the companies behind the stocks to gain unique insights. We use this firsthand knowledge and our time-tested process to help mitigate risk and achieve our investors’ financial goals.
- Retirement Plans (business & individual)
- Personal Investment Management
- Sale of Your Business (invest your hard-earned money prudently)