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Executives

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Small Business Owners

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Families and Retirees

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FRS/City of Tallahassee Employees

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Our Philosophy

We believe in providing a personalized experience by tailoring a long-term investment strategy that reflects your individual needs. Putting it in baseball terms, we believe in “getting base hits – not swinging for the fence at the risk of striking out.” We place a greater emphasis on helping our clients pursue their long-term goals with reasonable risk-adjusted returns while reviewing their portfolio’s progress with them on a periodic basis.
Our Approach