Our family advises other families using our proprietary financial strategy, with a high degree of personal interaction and alignment of interests.
Client Experience
PERSONAL INTERACTION
We help our clients reach their goals and sleep well at night.
We provide personal portfolio reviews monthly. We expect to be partners with our clients in making investment decisions, with the final choices left to the client.
Our educational seminars have been very popular. They are open to clients and their friends and family. Our seminars focus on a variety of unique financial subjects we feel are essential to your overall financial health and well being. Please contact us for our schedule of monthly seminars that are offered throughout the Washington, DC area.
Our business has grown 100% by referral only. We expect to continue this tradition into the future.
MISSION
We strive to build loyal clients by exceeding expectations in service and performance while surrounding ourselves with an ethical, intelligent, conscientious and considerate family of employees who share a common investment and business philosophy.
Our Experience
PROPRIETARY FINANCIAL STRATEGY
We have financial models built over our 40 years in business. The models are based on empirical evidence in the stock market and the research done by universities and other organizations. We have 4 main criteria we use throughout our models: safety, quality, value and growth.
ALIGNMENT OF INTERESTS
To us, this means eliminating conflicts of interest in everything we do. This begins with our operation as an SEC registered investment advisor. We were attracted to this model, in large part, because as a registered investment advisor we have a higher fiduciary responsibility to our clients. To eliminate conflicts of interest between the advisor and the client we do not sell any products or securities. We will be paid solely based on fees paid to us by our clients and not commissions for product sales. Our entire business involves managing investment portfolios for our clients.
We do not do any investment banking, and have no relationships with any vendors that would provide income to us. There are no outside pressures, 100% of our focus is on our clients and their investment needs. Our family invests using the same principles, buying and selling the same securities as our clients.
Even our financial strategies, as described above, take into account, and avoid conflicts of interest within the companies we research.
