FOCUS on the uniqueness of each client relationship

We manage clients’ portfolios individually on a discretionary basis in accordance with their investment objectives. We craft strategies that are unique to each client’s circumstances, goals, and risk tolerance. We first consider a client’s liquidity needs and then we maximize their exposure to the stock market to enhance their portfolio’s growth potential. As appropriate for each client, we take risk at the asset class level by overweighting small company and international equities and we mitigate this risk through a value investing style coupled with high-quality manager selection.

BELIEF that building wealth takes time and discipline

We understand that many people want to see a quick return on their investments. However, this is unrealistic over most time periods. We ask our clients to have an investment horizon of at least five years before making stock market investments. We firmly believe that the best way to create value is to hold the best assets for the long term. We believe that market timing and performance chasing are losing strategies and that investing is most intelligent when it is disciplined.

BELIEF that building wealth takes time and discipline

We understand that many people want to see a quick return on their investments. However, this is unrealistic over most time periods. We ask our clients to have an investment horizon of at least five years before making stock market investments. We firmly believe that the best way to create value is to hold the best assets for the long term. We believe that market timing and performance chasing are losing strategies and that investing is most intelligent when it is disciplined.

PRIDE in placing clients’ interests ahead of our own

In an industry in which potential conflicts of interest abound, we will always place the highest priority on our clients’ interests. We pledge to act with integrity, competence, transparency, dignity, and in an ethical manner in the course of serving our clients.