Our Approach & Principles
Investment Services
We build and manage a tailored investment strategy designed to meet your financial goals and objectives. We are a full portfolio management and advisory service focused on domestic and international equity investments. We concentrate our expertise on defining your optimal blend of return and risk that adjusts as your financial life evolves and markets change.
Investing Strategy
We believe that the power of long-term investing comes from owning the best businesses and letting the gains compound over time. We relentlessly seek out disruptive, world changing companies with track records of exceptional performance and tremendous potential as investment opportunities. When we find them, we focus on the business and maintain discipline to stay invested.
We are not traders. We let our winners keep winning. Our approach is personalized, not based on an algorithm.
Trusted Relationships
We work with a select group of clients so that we can build strong relationships founded on trust and integrity. Keeping you informed and educated on your portfolio health and performance is an essential element of our relationship.
As a guiding principle we work to align our incentives with yours. We solely focus on growing your portfolio and invest along with you. We have a fee only structure –we do not accept kickbacks, commissions or finder’s fees. There are no mutual fund expenses or hidden fees.