History of Success

Returns vary due to levels of risk taken, but there are some common elements in all of our management:


1.  Capital preservation is a common theme for most of our offering.  Avoiding serious losses matters in the long run.

2.  That said you can't keep your boat in the safety of the harbor all the time.  Getting out and taking risk at the right time and in the right way is what investing is all about. 


We invite you to look us over with a personal visit and review past performance suitable to your circumstances.