Broker Check

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Julie Brangenberg, CFP®
Patrick Hurley, CFP®

120 West Pearl Street
Jerseyville, IL 62052

618-639-9831

Our Process and Principles

OUR PROCESS

  1. Utilize multiple analytical tools to assist in decision-making and determine weightings.
  2. Identify investment themes believed to be in a positive price trend.
  3. Determine a suitable way to invest in that trend.
  4. Monitor investment behavior trends in accordance with Wealth Plan.

OUR CORE PRINCIPLES

  • Flexible - portfolio construction
  • Adapt - to major changes in market conditions
  • Plan - but be ready for anything
  • Avoid - the big loss at all costs
  • Invest - for income now and in the future
  • Defense - comes first
  • Willing - to go with and against the tide

Our ultimate objective is to work toward advancing and protecting your Irreplaceable Capital.