• We provide wealth management services for individuals and families. Investment management is the core service we provide, however our clients also value our experience and advice in related areas such as multi-generational wealth transfers and philanthropic planning. To read more about our services, please click here. To read more about our philosophy and why we only focus on individuals and families, please click here.

• Our investment management process is among the most rigorous in the industry. Our experience allows us to conduct our own comprehensive fundamental analysis of a company’s business prospects. We focus on after-tax, after-inflation wealth preservation when selecting individual stocks and bonds. As such, we incorporate a disciplined process with a heavy focus on risk. To read more about our investment process, please click here.

• We employ a simple structure, providing all of our services for one fee based on a percentage of the assets we manage. Our portfolio managers work directly with our clients, a structure we believe is increasingly uncommon in our industry, but one we consider to be superior for our clients. To read more about our client-centric structure, please click here.

Our Commitment
“With great wealth comes great responsibility”. This axiom is often used to signify a charitable obligation. However, wealth is a powerful tool that, left unattended, can wreak havoc on those that possess it and those around them. Our clients take their wealth seriously. We commit to working hard to ensure its influence is acceptable to them.

We invite you to peruse our site for more information about the firm, our philosophies, approach to client service and investing, and for useful resources about selecting a financial advisor, investing, estate planning and philanthropy. We welcome any comments you may have, and look forward to hearing from you.