Philosophy & Approach

Our Investment Philosophy

We believe that successful long-term investment results – which combine preservation of capital and protection from inflation – are principally achieved by investing in the equity of high-quality, growing companies at reasonable prices. Because short-term economic trends and financial markets are notoriously unpredictable, our equity investment decisions are based primarily on long-term, fundamental, company-specific considerations.

Our Client Approach

Personal attention is central to our process.  Initially, we spend significant time to understand 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, tailored to your financial goals and risk tolerance.  Portfolios are then constructed from a combination of stocks and bonds, and, in some cases, mutual funds and ETF’s that have been thoroughly researched and meet our criteria for quality, growth and valuation.

Our Investment Approach

In selecting investments, we seek to avoid a permanent loss of capital. We endeavor to accomplish this by identifying high-quality companies that possess some or all of the following characteristics:

Our investment team conducts in-depth fundamental research on our investments including detailed financial analysis, contact with management, and various checks with other 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, combined with extensive independent research, serves our clients’ objectives of both the preservation of capital and growing their net worth.