Investing with Honesty, Intelligence and Integrity
Our Vision
Our vision is to deliver investment advice in a clear, compassionate manner that embodies an ongoing understanding of our clients' unique goals, concerns, and experiences. We bring this vision to our clients by:
- Speaking with all of our clients to identify their desired levels of return and risk, time horizon, liquidity, taxes and any other goals. We then draft a written Investment Policy Statement that sets forth our recommended strategy to meet each client's unique goals.
- Creating portfolios tailored to each client's unique goals and preferences, using individual securities, mutual funds or a combination of both.
- Sharing our strategies with our clients. We advise our clients about our approach, meet as often as desired and provid regular communication, including detailed quarterly performance reports and investment commentaries.
- Adjusting portfolios to meet changes in client goals. Our regular discussions with clients provide us with information that allows us to periodically adjust strategies to meet any changes in any client's invidual circumstances.
Core Values
Honesty and integrity are our core values. We bring these values to our clients through:
- Independence — Independent ownership frees us of competing loyalties and agendas.
- Objectivity — Our advice is conflict-free: we do not provide investment banking or retail brokerage services.
- Individuality — Every client receives a portfolio created to meet their unique goals.
- Flexibility — We use individual stocks, bonds and/or mutual funds in the combinations most appropriate to achieve each client's investment goals.
- Unity of interests —- We invest side-by-side with all of our clients in all of the securities and funds that we recommend for their portfolios.