Investment Philosophy


Chasing returns or paying high fees is not the road to investment success. Instead, we take a long-term approach to creating and managing your tailor-made investment plan.


We believe:

  • Sound research and knowledge are key to smart investing. That is why we have access to some of the best trading and financial technology available and an in-house staff of credentialed professionals.
  • Diversification is important. Investing in unrelated assets produces better returns for the risk involved.
  • Markets are mostly efficient. Risk, or volatility, is rewarded.
  • Asset allocation works. Historically, over 90% of a portfolio's performance and risk has been due to the allocation to asset classes such as stocks, bonds, and cash.


If you would like to learn more about our capabilities, we would be happy to meet with you at your convenience. Please email us at or call us at 605.335.5180 or toll-free at 800.553.7073.


Not FDIC insured. May go down in value. Not Financial Institution guaranteed. Not a deposit. Not insured by any federal government agency.