Investment Philosophy


We believe that investment portfolios that are thoughtfully designed, constructed and managed to provide a white glove service to achieve financial independence and security for the long-term.

We believe that portfolio strategy should be tailored to the needs and goals that are unique to each investor, with particular attention given to liquidity requirements and time horizons.

We believe that investors are more likely to achieve long-term success when they receive communication from their advisor that is timely, informative, and clearly articulates the alignment of portfolio strategy with the investor’s needs and goals.

We believe in active portfolio management that accommodates insightful observations of the business cycle and capital markets, and that reflects the strongest ideas generated by an individual security selection process.

We believe investment decisions should follow a systematic, research-based process.  We seek to own the securities of established companies with strong fundamentals and attractive valuations.

We believe that companies that engage stakeholders around Environmental, Social and Governance (ESG) best practices are better managers of risk, make a positive impact on their communities, and generate superior long-term reward for investors.

We believe that investing success is hard work, and that it requires the application of professional skill in an engaging environment that promotes collaboration, the exchange of ideas, and rigorous debate.

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