Our Mission

Let's be honest--life is not a walk in the park!  We are faced with challenges and difficult decisions at every stage. 

We recognize that investing is a lifelong pursuit, and like athletics it requires discipline, training, mental fortitude, guidance and adaptation to all life's unexpected changes and opportunities.

Let us use our experience to be your guide. Our mission is simply to make sure you arrive at your financial finish line.

We are active managers, therefore are constantly searching for companies with solid metrics and management to suit our client's investment appetite. We use real-time data and modeling systems to identify, study and learn which companies suit your investment needs and goals.

Utilizing individual modeling, we attempt to seek out high-quality growth/Income investments.

Tomas - 2016 - USA National Championships Team USA - 10th M50 - 54. International raking of 112th!!!

A testament to the power of dreams and making them a reality.