Mission Statement

To make our clients healthy, wealthy and wise - Financially.

Investment Philosophy

Drew embraces an active management approach to investing. Drew employs two carefully crafted stock investment strategies and two mutual fund strategies that have been developed after extensive research and testing. By maintaining strict adherence to these strategies, Drew Planners Inc. seeks to maximize portfolio returns and minimize risk.

Code of Conduct

Drew Planners will not:

• Accept an assignment that is beyond our scope.
• Accept an assignment that in our judgment, is not in the long-term interests of the client.
• Accept an assignment from a client with unrealistic performance expectations or unreasonable client services.
• Accept business from any client that is unprofitable or runs counter to our ethical standards.
• Accept a commission - Drew is a Fee-Only firm.