We are guided by fundamental investment principles that help us in our primary objective to preserve and grow each client’s wealth.
We allocate assets between individual common stocks, bonds and cash to meet your personal spending objectives and your desire to pass on wealth to future generations or philanthropic interests.
Quality
Our careful selection of high quality individual securities can add return over time and reduce the risk of permanent capital loss.
Research
We believe in bottom-up fundamental research to help identify individual companies trading below our estimate of fair value.
Focus
We avoid nearsighted trading strategies, and instead, focus on a long-term approach to achieving attractive returns for our clients.
Value
We monitor market volatility among individual security prices and look for opportunities to purchase securities at a substantial discount to their underlying fundamental fair value.
Strategy
We are disciplined and patient investors seeking to provide clients with the long-term growth of both principal value and income over time.