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This website can be used to
access your account, find and
print forms, view our newsletter,
and to send us email.
Please use the links at the top of
the page, or the large buttons
below to navigate the site. |
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Growth
Portfolio Management |
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The goal is to find publicly
traded investments from around the globe that
will outperform and make money for our clients |
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Conservative
Investments |
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The goal is to make a return
for clients and to take as little risk as possible |
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- We also offer
a combination of the two styles described above
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Trusts |
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IRAs |
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401k |
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Keogh |
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Profit Sharing |
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Removed clients from
the stock market in 2008 as stocks were dropping precipitously |
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Recommended gold when
it was in the $800 range |
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Warned of real estate
bubble in 2004 |
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Warned of oil rising
above $100 a barrel prior to 2008 |
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Inflation |
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High oil prices |
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Aging demographic |
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Our smaller size makes
us much more nimble than large investments companies |
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We can take advantage
of investment opportunities that the big guys cannot |
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Investment management
is our only business so we can't go under like a Bear
Stearns or Lehman Brothers |
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