Barron’s Top 100 Independent Wealth Advisors in America

I am pleased to announce that for the third straight year our conservative family investment management firm has been named in Barron’s prestigious top investment managers list. Our firm’s inclusion is especially significant due to the bubble nature of the financial markets. We are undoubtedly one of a small handful of top advisors who do not benefit in such an environment. We make no attempt to time the markets. Rather we stay balanced at all times, with a mix of blue-chip, short-duration, fixed-income, high-barrier-to-entry dividend-paying stocks. Our typical client is a conservative, retired (or soon to be) investor seeking conservation of principal and a steady flow of cash. We do not deviate from our core strategy by chasing hot segments of the market, and we do not invest in stocks that do not pay dividends. As a result, bubble markets will almost always find us out of phase, where we shall remain. Our clients prefer to avoid the casino. Instead, they sleep well at night relying on a time proven and prudent strategy of balance, quality and cash flow.