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An investment philosophy we truly believe in

The well-known economist Benjamin Graham once said, “the essence of investment management is the management of risks, not the management of returns.” We concur. We take only as much risk as is appropriate given the current market environment in alignment with your personal risk profile.

We don’t react to television personalities who make blanket market predictions and offer unsubstantiated opinions, outlooks and forecasts.

Instead, we utilize technical analysis. In other words, we evaluate the true forces of market behavior which are governed by the laws of supply and demand. By this type of analysis, we gain valuable insight into potential market behavior.

It is also important to point out that by being fee based only, we are not motivated to sell investment products merely to generate a commission. Instead, we choose to act only in your best interest.

1209 Independence Blvd., Suite 106 // Virginia Beach, VA 23455 // T: 757.222.1880 // Map & Directions

5000 New Point Rd., Suite 2102 // Williamsburg, VA 23188 // Map & Directions
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