Our goal is to improve our clients’ financial position over time. We construct highly-individualized portfolios, balancing asset growth with capital preservation. We manage our clients’ assets with an investment discipline that is rooted in time-tested, value-based principles.

We aim to select attractively-priced, quality investments with track records of increasing shareholder value. In good markets, we strive to deliver appreciable returns. In difficult markets, we aim to substantially outperform indices.

Every client’s portfolio is managed individually. For clients who can tolerate more risk, we employ more aggressive strategies. For clients who want or need to focus on asset preservation, we focus on generating current income and shielding portfolios from excessive downside by selecting assets that have historically retained their value in difficult markets.

To read more about our investing approach please click here.