Our Operating Principles

Our first responsibility is to our clients, those people who have entrusted their hard-earned assets to our care. We honor our fiduciary responsibilities which include: loyalty, impartiality, prudence, confidentiality, discretion, disclosure and stewardship. In dealing with our clients we strive to be considerate, sensitive, compassionate, independent, competent, flexible, innovative and above all responsive to their individual needs and desires.

We also believe in our employees. Our employees are a diverse group of dedicated people, well-trained and motivated. We work as a team, collaborating when necessary to provide the best possible investment choices for our clients. To this end, we all participate in conferences, outside reading and continuing education.

Finally, we feel responsible to our community. We encourage participation in our community and respect for our environment. Activity in charitable, civic and professional organizations allows us to better understand our business and cultural environment. We feel that better understanding helps us to make better choices.

We truly enjoy what we do. We cherish camaraderie, the pleasure of working, the joy of creativity and the satisfaction of quality service. It is by combining all of these things that we feel that we can best serve our first responsibility, our clients.

DISCLAIMER: This web-site is for informational purposes only and does not constitute a complete description of our investment services or performance. This web-site is in no way a solicitation or offer to sell securities or investment advisory services except, where applicable, in states where we are registered or where an exemption or exclusion from such registration exists. Information throughout this site, whether stock quotes, charts, articles, or any other statement or statements regarding market or other financial information, is obtained from sources which we, and our suppliers believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Nothing on this web-site should be interpreted to state or imply that past results are an indication of future performance. Neither we or our information providers shall be liable for any errors or inaccuracies, regardless of cause, or the lack of timeliness of, or for any delay or interruption in the transmission thereof to the user. THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY 'LINKED' WEB-SITE."

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