Our Advising Team
Gary Klein
Chartered Financial ConsultantBill Beeler
PresidentChristine Klein
Financial AdvisorJodi Edwards
Cilent Relations ManagerResearch
We rely on independent quantitative, qualitative and fundamental research, viewing them as complementary inputs.
Discipline
In setting investment strategy, we believe in taking risk only when it is accompanied by attractive reward potential.
Innovation
Driven by a desire to find better ways to serve our clients, we focus on developing new ideas rather than limiting ourselves to conventional thinking.
Conviction
Our independent research effort gives us the confidence to challenge consensus and to stand by our conclusions.