The Right "Place" to put Your Money
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‍We all want to put our money in the right fund, the right company, the right stock. But, before we put our money to work in the actual world, it's important to put ourselves in the right frame of mind regarding our money.

Money is a vehicle to create change - to help, to cure, to make our lives (and the world) a better place.

Things happen in this world with money, and to think differently is naive. But, often people can get caught up in the accumulation of money itself, and not in the good that money can lead to. Jonathan Swift said it perfectly:

"A wise person should have money in their head, but not in their heart."

We believe the right approach to money actually leads to more motivated, driven, purposeful investing. When we focus on purpose-driven investing (beyond just the accumulation of capital) the drive, effort, and results all increase.

That's visionary investing, and that's why we build each client relationship around the plan and purpose behind capital investment.