We’re just right for you! We do everything as a team, which means you get the benefits of all our brains—not just one person’s.
We’re right for you! We do all our own research, and we keep our clients informed and educated about where their money is going and why.
We’re right for you—and you’re right for us. We plan way ahead, always keeping you and your goals in mind with every decision we make. We promise to put you first, to keep you informed, and to help you plan for the life you want.
Focused on people, not just numbers.
Your money isn’t just a number on a spreadsheet. It’s how you’re going to travel the world, how you’re going to buy Christmas gifts for your grandchildren, how you’re going to support yourself in the next phase of your life. We stay focused on the people behind the numbers, and we’re dedicated to finding personal solutions that work for you and the life you want.
Done the old-fashioned way, in-house and in-depth.
We personally research the companies we invest in—before we invest. That means diving deep into annual reports, talking to decision makers, and even visiting in person to get a feel for the place. It also means no outsourcing our research—it’s all done right here at our office in Lexington.
Because knowledge leads to understanding.
We want you to understand where your money is invested. If you understand where your money is and why it’s there, you’ll be more comfortable with your investments when fear is prevalent in the market. We’ll keep you updated every time we meet, and you can talk to us anytime.
We believe in long-term relationships and long-view investments.
The process of planning for retirement is a long-term affair. We’re here to be your partner for the rest of your life—we want to get to know you better and better as you approach retirement and as you live in it. We’re not in this for risky, short-term gains. We’re in this to help you manage your money for a lifetime.
If something isn’t working, we change it until it does.
We’re constantly evaluating how our investments are working for you, and we’re always looking for ways to improve. If we get new information, the markets adjust, or if something just isn’t performing the way we hoped, we’ll talk it over with you and make a change.