A Trusted Advisor. A Disciplined Process. A Lasting Relationship.

To learn more, check out the full video below to hear what our Founder and President Erik Thompson has to say. Please don't hesitate to reach out if you have questions or would like to discuss anything we cover in the video. Image Sources: Bored Ape Vanguard Advisor Value Chart Dalbar Return Chart

Check out the article below to learn more. Please don't hesitate to let me know if you have questions or would like to discuss anything.

Over the next 13-14 months there will be increasing media attention on the elections. This months newsletter was written by Nick Murray and I felt compelled to share it. It was written 4 years ago, but the lessons apply today. Keep these lessons in mind over the next year and remember… we are invested in companies, not politicians! Source for article: Nick Murray with First Trust