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Investments and Retirement


How we see the world makes a difference in the choices we make. That’s why it’s so important to be able to see things from a different point of view. We can provide a different viewpoint on transitioning into a new phase of life, whether you’re planning for retirement, searching for a succession plan for your business or adjusting to newfound independence. 


Our professional advice is backed by a passion for historical research and more than fifteen years of experience in helping clients reach their goals. Your wealth plan will be centered on your needs, your goals and your risk profile. You define what you want to achieve. We’ll help you get there.


And we offer top-notch support. If you need guidance, we’re always a phone call away.

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Our Process

Everyone has heard the story of the chess master finally losing to the super computer and experts saying the Master would never win again.  But that's not the end of the story.  After a few years of losing, the Chess Master was allowed the use of a laptop.  The combination of human creativity and computer processing power not only beat the supercomputer, but remains unbeaten to this day.  We believe that the combination of human expertise and the processing power of computer models is the way of the future.


We manage portfolios with a strategic risk based asset allocation and a tactical management overlay.  We apply several important techniques to help us identify assets that show potential significant value in the future.

Techniques: Types of Analysis Applied



Fundamental Research is the process of making a financial assessment of a company based on the financial statements of the company.  This technique came to popularity in the 1930's due to financial information for publicly traded companies becoming readily available. We rely Raymond James for our Fundamental Research:

For more than 40 years, Raymond James has combined focused research, powerful distribution, and solid investment banking advice to serve the needs of growth companies and investors.

Raymond James’ equity research is a cornerstone of the organization. Raymond James and its affiliates in Canada, Europe, and Latin America employ nearly 80 analysts covering nearly 1,300 companies in nine highly focused industries: ConsumerEnergyFinancial ServicesHealthcareIndustrialMining & Natural ResourcesReal EstateTechnology & Communications, and Transportation. Raymond James is a top provider of equity research based on research in both the U.S. and North America in terms of companies covered.


Raymond James offers top-tier economic advice from Chief Investment Strategist Larry Adam and Chief Economist Scott Brown.  In addition, Scott is an avid follower of Dr. David Kelly from J.P. Morgan Asset Management.  We also receive economic input from several other top economists in order to build a consensus on large overarching themes unfolding in the US & World.

We use sophisticated proprietary regression models that take economic inputs to derive a dollar output that coincides to each of the S&P500 sectors.  This allows us to process large amounts of data in a short amount to time, identifying potential market opportunities other techniques might miss.

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Raymond James is not affiliated with and does not endorse the opinions or services of David Kelly or J.P. Moragn Asset Management.

Sound complicated?  It is, but let us explain.  We are pretty good at that.

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Technical analysis is the study of price and volume movements.  It is unaffected by manager manipulation of financial data, but rather relies on the market to set the most efficient price.  Technical data has significance in the short term giving us advice on price movements.  Although our clients investment timelines are significantly longer than technical data can predict, we do have to make transactions in the short term.  If we are going to make a significant investment or liquidate shares, those decisions must be made in the short term and we do not rely on fundamental or economic data for advice.

There is no guarantee that any investment strategy will be successful. Investing involves risks including the possible loss of capital. Asset allocation does not ensure a profit or protect against a loss.