Investment

Our Investment Philosophy:  We do not believe in market timing, individual stock selection, or “hot” managers. Our recommendations are based on academic research. We design a portfolio for you using diversified investments with low fees and expenses and we wrap it into a single package. Through our network we can offer you high quality investments and do it at a lower total cost than you may be currently paying for your serious investments. For a portion of your portfolio we also make available a portfolio investing in undervalued market sectors and industries.

 Our broker/dealer is NFP Securities, Inc., a subsidiary of National Financial Partners (NFP). We provide investment recommendations based academic research; not Wall Street hype. Our minimum investment account is $100,000. NFP Securities offers a broad range of products and services from the nations leading investment companies, including:

    Mutual Funds             Annuities         Variable life       Securities             529 plans   

    Advisory Services      401(k) plans   Bonds/CDs       Retirement plans