About Us

What Makes Us Different?

Investing with a margin of safety sets us apart. For the past 25 years, I have focused on helping retired and professional people protect and grow their wealth without sales commissions or ...

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No commissions since 1993.

I can help you avoid the conflicts of interest that exist throughout the investment and financial planning industry. For example, years ago I met an agent in California who bragged to me about investing ...

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What works on Wall Street.

On June 27, 1988, Forbes Magazine published an article by David Dreman, a New York money manager. This article helped me be a better investor, and it can help you. It outlined a 25 ...

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7 Ideas to help boost returns

These ideas can help you grow and protect your capital and income. The world’s most successful investors know the difference between price and value. When a business is worth $50 per share and you ...

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