What We Do

dan_houcherWhat sets us apart…

We don’t just “sell” these investments – we invest in them ourselves.  Dan chose this career in 2008 over an advancing and successful career in the oil and gas industry.  We began our journey by moving our own funds out of stocks and mutual funds and into the same type of investments that we offer through our office.  Any product or company that we introduce to you for your portfolio, we would invest in or have already invested in personally.

Our best client relationships have developed out of time together.  We find that scheduled meetings in our office are the best use of your time as this reserves our time for you.  Scheduled meetings allow us to get to know each other, and ensure that we are free from distractions and interruptions.

Value Added