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About Us
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Investment Stewardship Is Our Mission
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How We Are Unique:Personalized attention to clients:A limited number of clients allows for more attention and service to each client
Telephone calls answered by George W. Laub, not an associate
Emphasize building clients' trust and education
Develop individualized portfolios reflecting clients' financial goals and risk tolerance
A senior advisor with over 30 years investment experience
Investment and support team together for over 10 years
Investments limited to equities and government bonds
Mutual funds, options, annuities etc. are not part of our investment approach
Independently owned company |
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Our Investment Strategy:
- Focus on quality companies and use prudent diversification
- Risk analysis is given high priority
- Achieve growth to offset anticipated future inflation
- Long-term investing, not short-term trading
- Tax consequence sensitivity
- Dividends - a factor when choosing investments
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"Excellence is not a singular act, but a habit. You are what you repeatedly do" - Aristotle
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