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Benefits of Offering Investments

Grow Profits

Increase recurring profits without adding clients or additional staff.

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Our Investment Philosophy

Investment decisions are made using an academically-based model of investing

Dr. Eugene Fama (Nobel Laureate) – 4 Factor Model

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Our History

1948

CPA firm started.

1948

CPA firm started.

1948

CPA firm started.

Today

1948

CPA firm started.

1948

CPA firm started.

1948

CPA firm started.

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Schedule a virtual meeting

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