We are Registered Investment Advisers offering wealth management and asset management services for families, individuals and institutions.
We offer experienced leadership, independent thought and highly customized investment solutions. Our investment process is client centric and based on our firm belief in a value oriented style of investing.
We take a business approach to investing. When investing for our clients and ourselves, we think and act like business owners who intelligently allocate their capital in order to generate attractive long term investment returns. We don’t just buy and sell stocks and bonds. When investing in stocks we think of it as buying an ownership in a business. Similarly, we buy bonds like we would provide somebody a loan. We do this always with an eye to protect our client’s capital by avoiding permanent capital losses which is what we understand as the real risk to investors. As such we focus on the price paid and embrace volatility as it provides us with an opportunity to take advantage of market inefficiencies. This business approach to managing assets provides our clients with a more intuitive and long term investment perspective.