"Look at the numbers, certainly.  But seek out also the insights."

"As our assets accumulate, we find we have less desire for risk.  And less need.  My belief is that protecting your assets is at least as important as making them grow."

"The strategy is to protect and preserve your assets while seeking competitive returns.  Never lose sight of this goal."

At the end of each calendar quarter I send a commentary to my clients, touching upon the period just past, and my opinions on the upcoming quarter, seasoned with the occasional historic or philosophical perspective.  To give you more understanding of my investment processes and thoughts, I offer for your perusal a sampling of these periodic musings.  Click on a date below to view the contents of that quarter's letter.

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Via telephone at 1-800-JIM PAPPAS (1-800-546-7277)
Via E-mail at j@jpic.net
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