If your investing philosophy is vastly different from ours then will you be happy? Probably not, so we’ll try to avoid wasting your time by letting you know what we look for. First, our priority is our clients–so if you like something that we don’t that’s OK.  We can still work together.  (That doesn’t mean that we won’t try to talk you out of it!). In general, we look for “value” in marketable securities (stocks and bonds), exchange-traded funds (ETFs), and some mutual funds.  We normally do not “chase” returns.  With that in mind, we also understand that if you have the financial capacity and the stomach for it, “playing” the market can be part of your financial plan if you have taken care of the primary elements to a secure future.  We try not to lead our clients in any direction, but rather interpret their goals and suggest and evaluate options available to them at a reasonable cost.