Anyone can hold the helm when the sea is calm... It’s when the storm comes that you’re happy you have a professional steering the ship.


To help clients achieve their own unique goals by managing their assets in a manner that seeks to maximize their probability of success. We want to be the core manager for portfolios benchmarked against the S&P 500.


We have an experienced and educated approach to both investing and risk management that is both simple and honest. We focus on our core competency and serve our clients through teams of professionals, with whom we work in alliance.

T. Boone Pickens once stated that "Money is to be respected; One of the worst things you can do is handle another person's money without respect for how hard it was to earn." We respect our clients investments and weigh both the risks and the opportunities, knowing that one never comes without the other. If you’re serious about your investments and value professional asset management and advice—let us be your guide. We will help navigate you to your destination.