Atlanta-based Investment Advisor to Individuals and Families.

Overcoming Ordinary Opinions.

Why is What We Do Different?

We focus on each client individually with a customized solution. We've found that many, if not most, individual investors are taking on risk levels that far exceed those necessary to reach their real goals and objectives.

Providing customized solutions require that our team completely understand our clients' goals and objectives. We don't merely go through the motions when determining our clients' goals. We understand that it's imperative to have these goals and objectives determined by someone with investment expertise and someone with responsibility for that account meeting those goals. Not a converted loan officer or trust department salesperson.

We analyze every opportunity available to each of our clients and, given that client's goals and risk tolerance, decide upon an optimal combination of assets that we feel will most likely generate the expected return to meet those goals.

We patently reject the "cookie-cutter / assembly line" approach to money management to which so many individual investors are subjected by banks and brokerage firms. We create each client's portfolio one investment at a time to incorporate their estate planning needs, risk tolerance level, financial goals and objectives and tax planning considerations.

Our customized approach to investment solutions takes a little more time and effort on our part. We think our clients are worth it.

Our Investment Philosophy

We believe that it’s our obligation to meet the expressed investment objective within the stated time horizon in each investor’s Investment Policy Statement.

We believe that the absolute performance of an account measured against its investment objectives – not performance relative to other managers – should be the measure of an investment advisor’s value. We think that “outperforming” other advisors over the time horizon with a less significant– but still negative – loss is unacceptable.

We believe that it’s just as important to maintain the relative purchasing power of an account over the time horizon as it is to outperform the domestic markets.

We’re focused and adaptable in our approach to managing investments. Every client’s investment objective cannot be met with a single approach to investment selection.

We’re agile and incorporate an open perspective to investment selection. While we are consistent in implementing our investment methodology, we don’t believe that one technique works best in all markets. As a result, we believe that a diverse assortment of investment styles gives us the ability to tailor our portfolios to the different demands of our clients in varying market conditions.

We combine an entrepreneurial culture that encourages thorough familiarity with our clients and their objectives, a high level of performance and a structure that holds our Investment Team accountable for results.

4880 Lower Roswell Road, Suite 165-110, Marietta, GA 30068