Can you tell me about your research style & the type of investments you prefer?

Our buy-side research team believes that most investors should hold individual stocks and low cost mutual funds. Over time, they have outperformed all other types of investments and outpaced inflation. Cash and bonds do not grow; they only pay interest. We believe that cash and bonds should be used to satisfy individual needs for diversification, safeguarding of principle and liquidity.

Although commodities and options can be appropriate for certain investors, we believe that most investors can find superior investment opportunities elsewhere. If there are other types of investments, companies or industries that you want your Financial Adviser to avoid, be sure to tell them so they can structure your portfolio in accordance with your wishes.