SET YOUR SIGHTS HIGHER
Since our firm’s inception, we have believed in the simple premise that our clients should be paid when investing capital. This single minded focus has led us to seek opportunities in firms which are committed to dividends and providing above average income. It is this process which has led to exceptional risk adjusted performance and value for our investors.
Our Core Principles guide and distinguish our firm.
If this is an approach that you find appealing – and that delivers the peace of mind you are looking for - we hope you will explore the areas on this website that describe our investment philosophy, process and money management strategies. Most importantly, we hope you will decide to talk to us more about your specific goals. With offices in Raleigh and New Bern, North Carolina, we’re readily accessible. Simply click here to Contact Us.