Custom

Stock

Portfolios

We develop and actively manage investment accounts by valuing and directly investing in methodically selected companies.We develop and actively manage investment accounts by valuing and directly investing in methodically selected companies. Reach out for a detailed presentation of our services, performance, and a free portfolio consultation.

Focused on Delivering

Performance

Our RIA is dedicated to identifying and capitalizing on extraordinary investment opportunities while providing managed access to benefits like: Dividend income, diversification, liquidity, and the potential for capital appreciation.more

About Us

About Us

We are a Registered Investment Advisory firm dedicated to delivering performance by identifying and capitalizing on extraordinary investment opportunities.

Our services provide managed access to benefits like: Dividend income, diversification, liquidity, and the potential for capital appreciation.more

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Fiduciary Relationship

We have a legal and ethical duty to always place your interests ahead of our own.

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Liquidity

Individual accounts allow you to easily access your funds through transfers or debit card.

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Third-Party Custody

Only you can make deposits and withdraw funds from your investment accounts.

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Severability

You may terminate our services without incurring any fees or penalties.

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Fee-Only

Our advisors do not earn commissions for selling you products.

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Transparency

You can track every transaction and expense through your monthly brokerage statement.

image fiduciary

Fiduciary Relationship

We have a legal and ethical duty to always place your interests ahead of our own.

image liquidity

Liquidity

Individual accounts allow you to easily access your funds through transfers or debit card.

image thirdParty

Third-Party Custody

Only you can make deposits and withdraw funds from your investment accounts.

image severability

Severability

You may terminate our services without incurring any fees or penalties.

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Fee-Only

Our advisors do not earn commissions for selling you products.

image transparency

Transparency

You can track every transaction and expense through your monthly brokerage statement.

Personalized Service

and Support

Our team empowers you with guidance and expertise as you pursue your financial goals. Separately Managed Accounts include: Individual & Joint Accounts, IRAs, Roth IRAs, SEP IRAs, Inherited IRAs, and 401k Rollovers.more

About You

About You

Our team empowers you with personalized service, guidance, support and expertise as you pursue your financial goals. We manage Individual & Joint Accounts, IRAs, Roth IRAs, SEP IRAs, Inherited IRAs, and 401k Rollovers.more

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step 1

Client Evaluation

Our team learns about your goals and creates a long-term investment strategy based on your financial position.

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step 2

Account Opening

We help open and fund your brokerage account. You can contribute via check, bill-pay, wire, ACH, and auto-draft.

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step 3

Portfolio Development

As you contribute, we invest your capital in companies we consider have outstanding quality and growth potential.

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step 4

Performance Reporting

We keep you informed with insightful monthly reports and provide ongoing guidance and support.

image assess

step 1

Client Evaluation

Our team learns about your goals and creates a long-term investment strategy based on your financial position.

image fund

step 2

Account Opening

We help open and fund your brokerage account. You can contribute via check, bill-pay, wire, ACH, and auto-draft.

image develop

step 3

Portfolio Development

As you contribute, we invest your capital in companies we consider have outstanding quality and growth potential.

image monitor

step 4

Performance Reporting

We keep you informed with insightful monthly reports and provide ongoing guidance and support.

Don’t Just Save for Retirement; Invest for Life.

Reach out for a detailed presentation of our services, performance, and a free portfolio consultation.

Unparalleled

Potential

Equities, shares, or stocks are more than just symbols; they represent ownership in companies. Unlike other asset classes, companies can deploy various growth strategies and can appreciate by virtue of the capabilities and imagination of their leaders and employees.more

Why Equities?

Why Equities?

In short, unparalleled potential. Equities, shares, or stocks are more than just symbols; they represent ownership in companies. Companies can deploy various growth strategies and can appreciate by virtue of the capabilities and imagination of their leaders and employees.more

Products & Services

Companies propel society forward and can create shareholder value by profitably providing the goods and services that make modern life possible.

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Expansion & Acquisitions

Companies can create synergies, diversify product lines, and expand market share by acquiring other businesses and entering new geographic markets.

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Innovation & Efficiency

Companies routinely re-imagine products and make new ideas come to life. They can improve their financial position through cost-cutting and efficiency-enhancing technologies.

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Share Repurchases

Companies can repurchase their own shares. Reducing the number of shares outstanding can improve various financial metrics and translate into higher share prices.

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Products & Services

Companies propel society forward and can create shareholder value by profitably providing the goods and services that make modern life possible.

image goodsServices

Expansion & Acquisitions

Companies can create synergies, diversify product lines, and expand market share by acquiring other businesses and entering new geographic markets.

image expansion

Innovation & Efficiency

Companies routinely re-imagine products and make new ideas come to life. They can improve their financial position through cost-cutting and efficiency-enhancing technologies.

image innovation

Share Repurchases

Companies can repurchase their own shares. Reducing the number of shares outstanding can improve various financial metrics and translate into higher share prices.

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Growth of $1 USD: 1950-2023

Historical performance of various asset classes since 1950.

Historical Performance

Growth of $1 USD in various asset classes from: 1950-2023.

S&P 500

$1 invested in the S&P 500 Index in 1950 grew to $2986.90 by 2023.

See How Our Performance Compares.

Reach out for a detailed presentation of our services, performance, and a free portfolio consultation.

How we Develop

Investment Portfolios

We evaluate macroeconomic data, screen companies, and continually monitor market conditions looking for long-term investment opportunities.more

Our Process

Our Process

We evaluate macroeconomic data, screen companies, and continually monitor market conditions looking for long-term investment opportunities.more

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step 1

Regions & Industries

We begin by identifying countries and sectors where we expect favorable economic trends.

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step 2

Selection & Analysis

Next, we single out, value, and track companies we believe have great long-term potential.

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step 3

Portfolio Development

We continually monitor share prices of our selected companies aiming to invest your capital at the best possible prices.

image monitor

step 4

Performance Reporting

We provide monthly performance reports to keep you informed and help you track your portfolio.

image regions

step 1

Regions & Industries

We begin by identifying countries and sectors where we expect favorable economic trends.

image selection

step 2

Selection & Analysis

Next, we single out, value, and track companies we believe have great long-term potential.

image develop

step 3

Portfolio Development

We continually monitor share prices of our selected companies aiming to invest your capital at the best possible prices.

image monitor

step 4

Performance Reporting

We provide monthly performance reports to keep you informed and help you track your portfolio.

How we Select

Each Investment

Our multifaceted valuation and investment methodology stems from decades of business experience and covers qualitative and quantitative fundamental analysis.more

Research

Qualitative &

Quantitative Analysis

Our multifaceted valuation and investment methodology for selecting each of your investments stems from decades of business experience and covers qualitative and quantitative fundamental analysis.more

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Financial Strength

+50 metrics, including Profitability, cash flow, debt interest coverage, and cash reserves

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Vision & Leadership

Integrity, professionalism, consistency, and business acumen in management

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Innovation & Creativity

Impact of research and development on their ability to compete and keep customers engaged

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Efficiency & Productivity

Improvements in operating margins and effective technology implementation

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Social Responsibility

Fair treatment of employees and customers, and a respectful presence in local communities

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Sustainability

Consistent intelligent efforts and initiatives for reducing environmental impact

image financials

Financial Strength

+50 metrics, including Profitability, cash flow, debt interest coverage, and cash reserves

image vision

Vision & Leadership

Integrity, professionalism, consistency, and business acumen in management

image innovation

Innovation & Creativity

Impact of research and development on their ability to compete and keep customers engaged

image efficiency

Efficiency & Productivity

Improvements in operating margins and effective technology implementation

image social

Social Responsibility

Fair treatment of employees and customers, and a respectful presence in local communities

image sustainability

Sustainability

Consistent intelligent efforts and initiatives for reducing environmental impact