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Investment Philosophy

For over 15 years, we have been guiding CRNAs though the complexities of investing and financial planning in order to pursue their financial goals. Just like you, we are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. By listening before acting, we endeavor to know and understand your financial situation and provide you with only the highest quality information, services and products designed to help you pursue your own personal goals.

There are two kinds of loss:
The loss of capital and the loss of opportunity...
If you preserve capital, there will always be another opportunity.

Advance & Protect Investment Strategy is a model-driven portfolio strategy our branch utilizes. The strategy's objective is to grow and protect your investments. The models allow for vast degrees of customization enabling us to tailor a portfolio to work toward your objectives.

By providing a structured buy/sell discipline approach to the investment process, the Advance & Protect Strategies help our advisors manage risk, market exposure and handle the dynamics of portfolio construction in a systematic way.

Our process takes into consideration price patterns, moving averages, and rate-of-change considerations of moving averages, trends and relative positions to the moving average, and other formulas used to analyze the characteristics of individual symbols.

Very simply put our process allows us to be proactive in striving to grow assets in good times and protect them in difficult times.

Contact our office for more information.

No strategy guarantees against loss nor ensures a profit. There is no guarantee any investment objective will be met.