Your Trusted Advisor

An individual’s financial goals might include saving for retirement, college expenses, minimizing taxes and protecting and building net worth.

At IV Lions, our objective is to be your financial coach and trusted advisor. We are committed to succeed in this mission by prioritizing three goals:

  • Clearly understand your financial objectives and constraints;
  • Deliver to you straightforward, unambiguous recommendations aimed at achieving those objectives; and
  • Provide close, on-going stewardship of your assets that is both proactive and consistently responsive to your needs.

Every client is unique with different financial goals, risk tolerances, investment preferences, and personal circumstances. IV Lions will deliver an investment program that not only relates specifically to your personal investment needs, but also aims to fundamentally protect your capital and provide financial security for the future.


A Family Affair.

“We approach every new client with the same honesty and integrity that keeps our family strong. You can rest assured knowing that your financial assets are being handled by trusted advisors who are working together toward shared goals of success.”

– Lisa Shearman, Legal

Investing Quotes

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    • “Be fearful when others are greedy. Be greedy when others are fearful.”

      —Warren Buffett

    • “The individual investor should act consistently as an investor and not as a speculator.”

      —Benjamin Graham

    • “Know what you own, and know why you own it.”

      —Peter Lynch

    • “Sometimes your best investments are the ones you don’t make.”

      —Donald Trump

    • “It’s not whether you’re right or wrong that’s important, but how much money you make when you’re right and how much you lose when you’re wrong.”

      —George Soros

    • “My favorite holding period is forever.”

      —Warren Buffett

    • “The essence of investment management is the management of risks, not the management of returns.”

      —Benjamin Graham

    • “You make most of your money in a bear market, you just don’t realize it at the time.”

      —Shelby Davis

    • “We have two classes of forecasters: Those who don’t know and those who don’t know they don’t know.”

      —John Kenneth Galbraith


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