Fierce Independence

Nothing gets in the way of our doing the right thing to help you make smart decisions for your financial well being. We err on the side of prudence. Our website opens with a quote from Reverend Theodore M. Hesburgh, C.S.C. President Emeritus, University of Notre Dame

“My basic principle is that you don’t make decisions because they are easy; you don’t make them because they are cheap; you don’t make them because they are popular; you make them because they are right.”

It’s not his words but the meaning of them, upon which the foundation that is our company has been built. It is woven into our fabric daily in every decision we make and whether we remain a small firm or grow in size, it will be a requirement of every current and future employee to live by them; for if not, that individual(s) will no longer be an employee of the firm.