"If, in your thinking, you rely entirely on others, often through purchase of professional advice, whenever outside a small territory of your own, you will suffer much calamity."

Charlie Munger, Damn Right, Appendix D - Practical Thought about Practical Thought?  {Read more . . .}

You may have noticed, the best committee is the one looking back at you when you stand in front of a mirror!  When relying on professional advice it is particularly important to keep yourself engaged and informed because no one will care more about your own money than you.  Our clients also care strongly about their financial security and the freedom to choose a quality of life within their means.  We share their concern by aligning our services accordingly and we also eat our own cooking!  100% of our personal investment assets are invested in the same manner and with the same people we have asked our clients, family, and friends to invest in.

Investing and financial management is our passion and we want our "art" to be on display for the world to see.  We love to paint on the Talisman canvas, so it is no surprise that others may like to try their hand at it too!  Our clients are busy people and most have diverse personal interests in addition to the specialized knowledge they have acquired over the years.  We normally include our planning services for no extra charge as part of the value we add in the investment process.  If you think we can help with any part of your portrait, we're happy to mix our colors with you!