OUR PHILOSOPHY

Our mission is to deliver superior investment advice and discretionary portfolio management expertise with outstanding service. We do this for both individual and institutional investors. In pursuit of that goal, our strategy is to balance performance with the investor’s preferred level of risk tolerance.

When most people think about their investment portfolio, the focus is on building an appropriate asset mix, getting the right investment manager, and hoping that the manager can deliver performance. But the reality is very different. While asset mix and security selection are crucial, there are other factors that have a much greater impact on wealth creation.

Tax efficiency, for example, is critical to the creation of long-term wealth. Good performance numbers, while important, do very little to create wealth, if most of the return is eaten away by taxes. And a portfolio with lower volatility is always worth more than one with higher volatility. So risk management is central to our investment philosophy.

While asset mix and security selection are crucial, there are other factors that have a much greater impact on wealth creation.