financial independence

corporate-finance discipline

Fact-Based Investing


Investment Portfolios:

What's Your Required-Rate-of-Return?

Portfolios are Indexed to be 'Value-Tilted + Dividend-Producing'

Ongoing Increasing Income + Capital Appreciation.  Measurable Improvements

Proven 'Modern-Portfolio-Theory' Concepts Applied to Enhance Income and Reduce Volatility

'Fact-Based', 'Fundamental Value' Investing

Upon Request:

Evaluation of Your Current Investment Portfolio

Introductions to Sensible Private-Equity Investment Opportunities

Investor Education:  Investment Decisions Based on Financial Facts

If You Don't Know Your Required-Rate-of-Return, Contact Us