Our Guiding Principles


 

 

Our primary role as financial advisers is to help our clients lead better and more rewarding lives and to help foster their economic well-being. We believe that we must not only be competent and well informed but above all be honest, accountable and available.

The most successful relationships are those built on mutual trust and openness where values are not compromised and integrity is never questioned.


 

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Last Closing Prices

Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
Dow Jones Industrials 23,526.18 -0.27
Dow Jones Transportation 9,626.66 +0.12
Dow Jones Utilities 757.73 -0.03
Nasdaq Composite 6,867.36 +0.07
NYSE Composite 12,390.82 +0.04
OSX Oil Service Sector Index 131.56 +1.05

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