Contact Information
36800 North Sidewinder Road, Suite A7, Carefree, AZ 85377
Detailed Information
Our mission, as an investment advisory and wealth management firm, is to seek risk-adjusted investment returns and high quality service by initiating the following:
- Providing excellent client service and portfolio management to retain every client we serve
- Maintaining the highest of ethical standards while complying with all laws and regulations
- Adding value by seeking long term risk-adjusted returns that are consistent with individual client objectives
- Maintaining our forward looking focus on both the economy and the markets in order to keep our clients in a proactive investment strategy versus reactive static allocation model
- Growing our business in a rational and controlled manner to allow for high productivity
- Continuing to think and work outside of the normal investment paradigm to seek opportunities and avoid perils that may exist within the market
- Partnering with Berthel Fisher & Co. Financial Services, Inc. and National Financial Services, a Fidelity Company to provide sound trade execution and a high level of asset custody protection
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