Investment Objective


            Our investment objective is consistent, long-term growth of capital with relatively low risk.  In furtherance of our objective, we believe balanced accounts are appropriate for most investors.  A balanced portfolio includes stocks, bonds and cash.  The percentage of the account invested in each of these three asset categories is determined by the client's own particular needs and ability to assume risk.  Frequently, written guidelines are adopted and periodically reviewed.  All portfolios are managed separately and are not commingled.
 
 

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