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Catch a glimpse into our company culture.


We are investment professionals, not brokers.

We Serve. Others Sell.

We keep clients close and assets closer.

Value the Good Things.

Our lives, families and loved ones are the greatest assets of all.

Think Forward.

We think ahead and anticipate instead of merely react.

How We Think About Investing


  1. We get to know you and your unique long-term investment goals.
  2. We help you define those goals and understand how they fit within ongoing capital markets valuations and opportunities.
  3. We execute your resultant investment policies with rigorous portfolio management techniques, adjusting them over time in response to your changing objectives.

Read more about our approach to investing >

The Volatility Continues

Stocks fell sharply today, giving back some of the gains of the prior several trading sessions.  As noted in prior comments, we believe that a bottoming process to the current stock market correction will take time, and be volatile.  Today’s market close stands about halfway between the August 25 low (1867 on the S&P 500) and the August 28 recovery high (1994 on the S&P 500).  We continue to believe that the best approach to counter a hostile market environment is to 1) focus on the long run, and 2)  look for opportunities to allocate capital to great companies at attractive valuation levels.  We believe a retest of 1867 is likely, but we remain constructive on the long-term outlook for U.S. equities.


Additional information on market conditions can be found in our market comments.

Think Forward.

We Think Forward in everything that we do: in developing long-term investment strategies with clients, in our portfolio management of our clients’ assets, and in providing our clients with exceptional, proactive service. Successful investing depends on an ability to Think Forward: to recognize opportunity during difficult and volatile market conditions, to critically evaluate risks that may not be obvious, to anticipate change that is outside of consensus expectations, and to allocate capital intelligently based on rigorous, independent and objective analysis.