Our Company
Our company is a registered investment advisor. We specialize in building and managing INCOME WITH GROWTH investment accounts for a select number of clients seeking regular income in addition to capital appreciation. Our value-oriented, balanced-investment philosophy emphasizes professionally managed, endowment-like investment funds that seek to:
- produce growth through regular, predictable, and increasing income,
- produce additional growth through gains and capital appreciation, and
- provide low price volatility.
We are a family owned and managed investment advisory firm. We invest our funds in the same manner we prescribe for our clients. Our clients tend to be as concerned with Return Of Invested Funds as they are with Return On Invested Funds. Our investment decisions are based on many years of experience in addition to ongoing analysis of Market conditions.
Recent history confirms the relationship between investment reward and investment risk. We believe investing involves the taking of acceptable risk in order to achieve desired returns. We believe investors should seek diversification in their investment holdings to help mitigate investment risks. We want income being paid to our clients regularly from a large and widely diversified number of carefully selected investments.
We are strictly a fee-based investment advisory firm. We do not charge commissions. There is no incentive for us to sell anything, only to perform.
Please contact Bill Williams, President, or Paul Williams, Vice President, for more information regarding our firm and its investment services