Famous Quotes

"In investing, the return you want should depend on whether you want to eat well or sleep well."

-J. Kenfield Morley


"Risk is actually lowest when people see it as the greatest, and when most people think of it as absent, it is actually the highest."

-Dick A. Stoken


Asset Mix

Based on our client’s goals, risk tolerance, age and other factors, we draw up an investment policy to guide the investing process.

1) Maximum Growth.. long-term growth of capital and inflation protection is very important.

          Target benchmark: 70% stocks, 25% bonds, 5% cash

2) Growth with Moderate Income.. long-term growth of capital and inflation protection is very important, while growth of income stream is of secondary importance.

          Target benchmark: 60% stocks, 35% bonds, 5% cash

3) Balanced.. long-term growth of capital and income stream is very important. Stable market value and inflation protection is secondary.

          Target benchmark: 45% stocks, 50% bonds, 5% cash

4) Unique Needs.. special asset mix to meet your goals.