Our value proposition to you...

 

Our Clients' interests come first

We believe the foundation of our practice begins with the highest ethical standards. We adhere to a code of ethics that avoids conflicts of interests with our clients. As a fiduciary capacity we always act in our client’s best interests; we never give advice or take actions that we wouldn’t take ourselves.  Our approach for every engagement is to go beyond traditional fundamental and quantitative analysis. We seek to add value to each client relationship by making it customized to their own unique needs.

we are a team of seasoned, experienced professionals

We believe that long term ownership of high quality stocks is the best way to compound growth and maintain purchasing power. We use high quality bonds, when appropriate, to meet near term needs and preserve wealth.

We diversify holdings, but avoid over diversification.  Our accounts often hold 25 to 30 stocks.  We typically hold our investments for three to five years or more.

We look for stocks that have identifiable advantages.  For example, we look for companies that own scientific breakthroughs and the intellectual property to protect it. Or we look for industry leadership based on scale and economies of scale.

Transparency and access to our firm, to our thinking, and the accounts you entrust to us

We have developed specialized knowledge and expertise in investing so that you do not have to do the same. We relieve you of managing your capital. We have in house or through affiliated professionals the resources to create, execute and monitor comprehensive wealth management programs, including trusts and estate planning and tax oriented accounting services.

Our commitment to our clients is to do our best to preserve and increase their capital, provide the best advice we or our professional service providers can provide and to be responsive to their needs.  Underlying everything is a commitment to put the client’s needs ahead of the firm’s needs.

Our clients have access to the full resources of the firm.  They are the firm’s client, not the client of any one portfolio manager or partner.

access to high quality third-party service providers

We seek to recognize the individual needs of each client and work consultatively with the client’s other advisors, such as their CPA, estate planning attorney, insurance agent or personal banker to provide a holistic solution for the client and his or her family.

Simple and Fair Fee's

We do not receive brokerage commissions, referral fees, introductory fees or undisclosed service keeping fees from mutual funds or other Third-party providers. Our fee is based solely on a percentage rate of the value of your portfolio. Pure and Simple