Three tenets:
1. Simple is better than complicated. 
2. Managing risk is essential to your success.
3. Growing your wealth flows from rock-steady asset allocation.
We don’t “predict” the market; instead, we reallocate assets as market conditions warrant.  




While we have worked or traveled in some 70 countries, we find the best liquidity in the USA, along with many of the world’s best companies.   Still, we understand the macro issues driving the global economy and will always do our best to select the best regions, sectors, industries, and individual firms that represent the best future growth prospects.

           If you are seeking a steady hand, solid value and the best growth prospects, we believe you have come to the right place… 

For more on how we rationally manage an irrational market for individual clients, please visit our “Wealth Management” page. 

For information on subscribing to Investor’s Edge® please visit the “Investor’s Edge®”  page.

For our thoughts on intelligent investing, see “The Informed Investor.”

For timeless wisdom from the best minds ever to invest, go to “Market Wisdom.”

For links to some of our competitors’ sites and market information, go to “Links.”

And to contact us, please go directly to “Contact Us.”









hikers in the mountains