While no one can control or dictate what the market is going to do, experience has taught us that there are things you can do to make intelligent investment decisions. So we do them. Not everyone does, which is why we believe we stand out – and appeal to anyone who cares about investment performance or measures it against the results they are getting (or not getting) elsewhere.

"“We continuously calculate which investments are stronger performers relative to the overall market, and recommend those to our clients.”"

David P Dillon, CFP®, CRPC®

An objective rules-based

APPROACH TO INVESTING

Our approach is purposely designed to take investor emotion out of the equation. Irrational decision-making is one of the biggest pitfalls investors face, in our opinion.
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THE DIFFERENCE

that make us stand out

By having the ability to evaluate changes in the market we have taken the first step toward also becoming responsive to both bullish and bearish periods.
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INSIGHT INTO US

and our way of thinking

Throughout his 30-plus year career, David has searched for strategies designed to help achieve quality investment performance and the protocol associated with it.
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