We are an active equity manager, driven by investment expertise and focused on managing money for a varied group of clients across the United States.
We offer distinctive actively managed portfolios with an emphasis on investments that generate substantial income and to compound that income at attractive rates over time. Active management means that we tend to invest in individual securities when appropriate. It is our belief that this approach will generate reasonable risk-adjusted returns with an emphasis on controlling portfolio risk and volatility. We strive to bring stability and limit risk to our client portfolios.
Our clients' interests are at the heart of everything we do. This shapes our values and the way in which we work: collaboratively; honestly; and supportively with each of our clients.
Ownership and investment philosophy
We are an independently managed investment advisor with no affiliation to any investment house, allowing us to be completely unbiased in our investment selection. As a company, we are self-directed, independent, and able to take a long-term view. We build global, stock-driven and fixed income portfolios based on years of experience. solid research and a set investment process. We believe in active investment selection, and believe that in the long-term the client will benefit from that approach.
Our philosophy is simple. We want to get to know you in order to help you make the best decisions possible. We emphasize a transparent, efficient and cost-effective investing model.
As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations. Together, we implement the recommendations and monitor your progress. From here, we will periodically meet with you to assess the progress toward your goals and, when necessary, we will make adjustments to your financial plan.
Because there are many factors that may change in your situation or the environment, it’s of the utmost importance to us to be proactive and knowledgeable in the financial markets.