Who We Identify With
There are many financial services firms in the world today. Most operate in a similar "invest in a model portfolio" approach, in a herd-like mentality to investment management. With our firm, we embrace the risk to identify and implement long term solutions to your life without the typical "model" approach.
We work with individuals, families, businesses, non-profit and charity organizations whose mindsets embrace outside-the-box thinking, whose objectives are to be strategic with their assets for seeking growth, and whose tolerances are willing to accept the inherent risks associated with market volatility.
"Everyone has the brain power to make money in stocks - not everyone has the stomach. If you are susceptible to selling everything in a panic, you ought to avoid stocks and stock mutual funds altogether" - Peter Lynch
