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  • A disciplined investment planning process is critical to long-term investment success.
  • Investment portfolios should be customized to meet the objectives of each client.
  • There are a slew of financial products that can baffle even the most astute financial practitioners. To us, simplicity defeats complexity. If we 1) cannot understand it and/ or 2) cannot explain it in a matter that you understand it, then you should not be investing in it. As Warren Buffet once said, "Never invest in a business you cannot understand."
  • Investments should be diversified across asset classes, markets and strategies. 
  • Investment management must take into account a proactive tax strategy, as it is not necessarily what you earn but what you keep. 
  • A long-term approach allows us to take advantage of mispriced investments.
  • As life evolves, so should your investment plan. We find it critical to reassess your financial plan along the way, incorporating new goals and lifestyle changes.