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.