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|About Us - Investment Strategies and Philosophy|
|Our experience has
taught us that everyone investor benefits from a comprehensive financial plan that
integrates investment and tax planning with individual goals and risk tolerances.
We believe that individuals should design an investment strategy that incorporates individual stocks and index mutual funds. We generally prefer stocks as compared to non-index funds because they allow an investor to time taxable capital gains and dividend distributions to individual needs.
When recommending mutual funds, we general prefer index mutual funds because they provide diversification amongst broad asset and investment classes for a relatively low cost.We believe that individual investors should avoid short-term trading and concentrate on long-term - contrarian and value-based investing methods.
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