Because we’re a small company, we take time to get to know our clients personally. This helps us better understand each client’s risk tolerance and financial goals. There is no such thing as a “one size fits all” investment portfolio.

Our research approach is sometimes referred to as "bottom-up" or Graham and Dodd analysis, a time-honored method that emphasizes a value-based, fundamental approach to security selection.  We focus on the company itself, not the ups and downs of the overall market.

Honesty and transparency are always at the forefront of what we do. We're honest with ourselves and our clients. We never recommend any investment we wouldn't choose for ourselves. All investment securities remain in your name.  You will receive monthly statements and confirmations from your independent custodian supplemented by our quarterly analysis.