Originally written by Ralph McDevitt in 1997, these commandments are the basis of our team’s investment philosophy. 

  1. Establish Objectives
  2. Determine Resources
  3. Asset Allocate
  4. Diversify
  5. Buy Good Companies at Great Prices
  6. Buy Great Companies at Good Prices
  7. Sell Losses; Never let a short term loss become a long term loss
  8. Chunk In -- Tier Out
  9. BE PATIENT!!!!
  10. You and your family are sacred; your investments are not

We’d love to discuss these with you or your family. Please contact us to schedule a conversation.