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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 Bad, the Good, and the Ugly

The Bad:  Stocks fell in weak trading on Friday, to end a lackluster week for U.S. equities.  Trading was broadly negative but far less intense than the volatile sessions that marked the prior two weeks.

The Ugly:  stocks finished the week down about 3.5%, and down about 9% from the end of July.

The Good:  the intensity of the selling abated somewhat during the week.

And, more importantly, the market’s decline over the past three weeks  has significantly expanded the number of companies that now offer attractive returns from current valuation levels.

We plan to use any further market weakness in the near future to exploit opportunities that the market’s current correction might provide us.  Stock prices do not necessarily stop declining just because valuations become “cheap”, but history strongly shows that capital that is invested in great companies when they sell at attractive valuations eventually leads to very solid returns for long-term investors.

With best wishes from the Firm to our clients for a safe and relaxing Labor Day weekend.


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.