We are committed to providing our clients with an unsurpassed level of service and advice.
We believe success in properly managing client assets is not measured by performance statistics, but by our clients’ success in achieving their goals. We answer only to our clients, ensuring that the investments we recommend to them are those that we believe to be appropriate for them. Our investment philosophy centers around focusing on the things you can control, not the things you can’t control.
We partner with Capital Directions, LLC, one of the Southeast’s oldest and largest investment managers, to provide portfolio management services for our clients. Founded in 1985, Capital Directions manages and advises on more than $2.7 billion, much of it through selective affiliations with independent investment advisors like Kassouf Wealth Advisors.