Our featured financial professionals are experienced contrarian investors. They believe in approaching each client’s needs with an analytical approach to wealth management.
As a first step, your investment manager will take the time to study and comprehend your complete financial picture, regardless of its complexity. Once we have fully analyzed your position... read more >>
As contrarians, we often look for buying opportunities in stocks or sectors that are currently "out of favor" or "off the radar" within the market. We also seek for selling opportunities that we feel are irrationally loved by the broad market, or significantly overvalued or overbought (i.e. when we believe the market/sector stock may be approaching a peak). Our philosophy is that you are entitled to expect... read more >>
Are you searching for the best retirement plans
available? As contrarian financial managers, we know that there are profitable opportunities that the bulk of investors miss. Why? They are being sold investment programs that the banks and Wall Street prefer, not the ones that are necessarily in your best interest. With proper foresight and planning, you can accomplish your retirement goals and enjoy peace of mind... read more >>
“Be fearful when others are greedy and be greedy when others are fearful.”
Warren Buffett — Contrarian Investor
How We Service Your Investment Needs
Choosing an advisor is an important step in preserving and growing your wealth.
You are seeking an experienced professional that has a proven record in managing financial matters. As contrarian investment managers, we pride ourselves in setting a higher standard of personal service and financial achievement for our clientele. We are established as consistently top performing professionals who have been featured in popular media outlets.
Many of our clients view us as the best they've ever worked with based on performance, competence and service. In today’s fast-paced and complex world, investors require more than just the occasional portfolio statement from their investment advisor. That is exactly why we offer the most comprehensive, hands-on financial services to each and every client. Contact us today and find out how we may best service your investment needs.