OUR MISSION AS YOUR TRUSTED ADVISOR IS:

* To understand and stay focused on your goals with our consistent approach to investing.

* To utilize all of our resources to provide you the most appropriate investments.

* To be your partner and trusted resource as your situation changes and develops.

* To continue to provide our licensed professionals with updated technology and tools to give you the best advice.

* To continue to associate ourselves with the finest domestic and global institutional money managers.

* To keep you informed of economic, regulatory, and financial trends.