INVESTMENT PHILOSOPHY

Our advisors identify investment opportunities primarily through fundamental research of publicly traded assets. We target and invest in companies that possess meaningful competitive advantages, industry leadership, powerful brand names, strong balance sheets, and/or proven track records of earnings and dividend growth. Once an opportunity is identified, we implement investment strategies in your portfolio through equities, ETFs, options, and/or bonds depending on your financial objectives and risk tolerance. In most cases we have a long-term time horizon in mind and invest accordingly. Our firm offers options trading which allows us to hedge and enhance your portfolio's returns. This feature provides you with an advantage over a traditional portfolio comprised of equities and bonds. We avoid high-expense mutual funds and investments in order to protect you from unnecessary fees and mediocre returns.