Our Approach
Our philosophy is to provide appropriate investment vehicles for individuals and institutions whose requirements are consistent with our expertise and approach, based on the following principles:
Customization
Portfolios must be customized to include the client's financial goals and resources, risk tolerance, cash flow requirements, tax situation, and estate planning needs
Diversification
The risks in equity investing can be reduced through proper diversification
Equity-Focus
Diversified equity investments have yielded higher real returns (adjusting for inflation) compared to most other investments when measured over a reasonably long period of time
Cost Minimization
Low portfolio turnover minimizes taxes and transaction costs
Long-Term Horizon
Investment performance should be measured over a reasonably long period of time
Fee-Based Structure
Compensation for investment advisory services should be fee-based so as not to reward trading and to lessen any inherent conflicts of interest between us and our clients
Communication
Regular communication between clients and advisors is critically important to maintain investments consistent with risk tolerance
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