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Investment Management

Our investment strategy focuses on the creation and implementation of a plan that strives to produce a growing stream of income leading up to, and throughout one’s retirement years, while attempting to protect purchasing power.


We use specialized independent research to help make our investment decisions. We do not use consumer media information (magazines, television shows or radio programs) or research provided by large sales organizations to make our investment decisions. We believe it is necessary to keep an investment account current and in-tune with the markets and economic conditions, but fixed required changes are not the answer. Our on-going evaluations are accomplished through office meetings and scheduled account reviews.

Our investment philosophy centers on what we can control.


Things we can control:

  • Income

  • Diversification

  • Holding Periods

  • Size of Individual Positions


Things we can’t control:

  • World Events

  • Stock Market Fluctuations

  • Interest Rates


Investment success is not about making accurate predictions. It is about following the right principals. Good investment management is about applying common sense with some fundamental forward-looking analyses to make prudent judgments for the purpose of accumulation, growing and protecting wealth. Our purpose is not to beat the market, but to help clients identify and pursue their financial goals.

Investment Management, Marana, AZ
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