Our proven investment process is the core of our business

Contrarian

Behaving as if the latest trends will last into perpetuity is foolish.  We do not attempt to be different for the sake of being different.  We are different because it makes sense and we understand that at points of maximum pessimism those that achieve the greatest rewards are the optimists.

Mindful

We take great care in our work to ensure we are doing the right thing. We reach conclusions and gain conviction after diligent thought. Each investment is reviewed for a minimum of 10 man hours before it is considered, and we will only make an investment if it provides an adequate margin of safety.

Trustworthy

One of the more intimate conversations you can have is about your finances.  Partnering with an advisor you can trust and feel comfortable with is paramount.  We aim to be your most trusted partner. We have retained clients that have been with us since we began in the industry 25 years ago.