Philosophy

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 Strategies Tailored to Your Needs

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My philosophy is to maintain a long-term investment orientation and implement strategies and products that have demonstrated a history of slow and steady returns. 

I encourage all of my clients to only spend income (dividends) if possible and avoid using principal.  I believe in establishing a solid balance sheet, defendable market position, and creating a tailored diversification strategy by sector and within each sector to mitigate risk.

Past performance is not indicative of future results.  Diversification does not ensure a profit or protect against loss.