Philosophy & Approach

Our Investment Philosophy

We believe that long-term successful investment results are achieved by investing in high-quality, growing companies at reasonable valuations. Our equity investment decisions are based primarily on long-term, fundamental, company-specific considerations – not on market timing or economic forecasts.

Our Client Approach

Personal attention is central to our process. We spend significant time understanding your values and unique financial objectives. It is our goal to develop a long-term relationship with each client based on open communication and earned trust. We partner with you to develop an appropriate set of investment objectives and asset allocations based on your financial goals, liquidity needs, and risk preferences. Portfolios are then constructed from a combination of stocks and bonds that have been thoroughly researched and meet our criteria for quality, growth, and valuation.

Our Investment Approach

In selecting investments, we want to avoid a permanent loss of capital while also positioning for real growth. We seek to accomplish this by identifying attractively priced, high-quality companies that possess some or all of the following characteristics:

We employ a rigorous, disciplined investment approach in constructing client portfolios, including detailed financial analysis, contact with management, and various checks with industry sources. We meet regularly to review company developments and evaluate new investments. We also continuously monitor long-term economic trends and global financial markets in order to identify risks and opportunities.

Losses can and do occur. However, we believe our value-oriented philosophy and independent perspective help us preserve our clients’ capital and grow their net worth over time.