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We are optimistic about the future – maintaining a strategic mindset, yet tactical when circumstances warrant.
 
 We believe successful, long-term investing requires the discipline and self-control to:
 

-Not chase past performance

-Not try to time the market
 

-Not be influenced by market “noise”

-Not make rash decisions unduly influenced by emotions

Our Investment Process: 

We help a select group of clients (Businesses, Non-Profits, and Families) build, manage, and protect their wealth by –  

• Developing investment plans that serve their unique and evolving needs and ability to assume risks.
   
• Diversifying portfolios of investments selected through evidence-based research and stringent due diligence.
   
• Utilizing cost-effective and tax-efficient investment solutions and strategies.
   
• Monitoring and evaluating the performance of their plans and suggesting adjustments as necessary based upon material changes in market conditions and material changes in the lives of our clients and their families.  

About Our Branch

Our team of Financial Advisors can provide a full range of financial products and services, from helping you select individual investments to developing a retirement plan. We have access to a broad array of company resources -- including research analysts and economic and market experts who help us make informed investment recommendations based on your needs.

Contact us if you'd like us to help you develop strategies for pursuing your financial goals.

Michael K. Ryan  CFP^{®
Branch Manager}

^{Senior Vice President - Investment Officer}