We manage investment portfolios. Our investment objectives are profits and protection of capital. Portfolios are constructed of no-load and load-waived mutual funds, creating a balanced and diversified blend of stock, bond, and cash investments.

Latest Commentary

January 6, 2012 New!

Looking Ahead in 2012:  Assessment and Investment Strategy

Summary: In this quarter’s Commentary we review 2011, assess the current investment outlook, and discuss our investment strategy entering 2012.  A supplemental commentary provides important background information, “The European Financial Crisis Explained.”... to view the entire article, click here»