INVESTING FOR GROWTH
& INCOME SINCE 1999

Providing the professional stewardship and creative strategies
to help you achieve your investment goals

Get Started

Communications

Portfolio Update: Trimming Discover Financial Services (DFS)

The Coronavirus market panic created an opportunity for us to buy companies we’ve wanted to own at great prices. Discover Financial Services (DFS) was

Read More

SCHEDULE A COMPLIMENTARY CALL WITH ONE OF OUR PROFESSIONALS

SIGN UP FOR OUR NEWSLETTER