Client Focused
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.
Value Based Fundamentals
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 & Transparency
Honesty and transparency are always at the forefront of what we do. We’re honest with ourselves and with our clients. We never recommend an investment we wouldn’t choose for ourselves. We ensure transparency in all of our client dealings by providing quarterly reports. We are available to discuss your investments at any time.