Individual attention with a focus on portfolios specifically designed to meet each client’s particular financial goals.

We are Registered Investment Advisors whose core business is independent money management for individuals and families with high net worth. Because no two people are exactly alike, we develop portfolios ideally suited to meet each client’s needs. We emphasize personalized service and seek to control risk in many ways, including broad diversification.

We bring a high level of conviction and self-discipline to our work. This is essential for all investment advisors – especially so for us, with our value-oriented, contrarian approach to investing. We know that you can succeed at investing by continually thinking differently from other investors, and studying what investments are out of favor and undervalued. With our firm adherence to the gospel of diversification and our tireless search for unique investment opportunities offering relatively high returns with less-than-normal risk, we’ve maintained a strong record for keeping our clients solidly on the path to financial independence and stability – with a minimum of stress and risk.

Getting started
We start by determining your financial goals. Then we prepare an asset allocation that shows the various asset classes you should hold (cash, bonds, stocks and stock mutual funds, real estate and operating companies) and what is an appropriate proportion for each asset class. Finally, for each asset class we find the specific investments that are ideal for your circumstances. The investments we recommend are varied:

No off-the-shelf products
We sell no packaged investment products. As our own broker-dealer, we are able to offer fully independent financial advice and personalized service. In addition, we don’t turn clients’ funds over to outside managers for investing; we make all the investment decisions ourselves, in collaboration with our clients. We have four people conducting independent research and searching for new themes and new ideas.