About Us
High-value, fee-only, client-focused investment advisor. Based in Tennessee, serving clients coast to coast.
Why the West Rules–For Now
Client Newsletter Volume XVI Number 4 February 1, 2011 I. Book Review and Some Thoughts II. What Are OUR and THEIR Asset Allocations? III. Vanguard Rates of Return (through Latest Quarter End) IV. Past Is No Guarantee of Future Investment Performance—Fidelity Magellan?... Read More →