We believe the strategy's asset class and sector flexibility enables us to find unique investment opportunities.
We invest side by side our investors and treat our clients’ assets as if it were our own maintaining a fiduciary culture based upon integrity, candor and trust. We avoid conflicts of interest working on a fee only basis and do not sell commission products.
We remain humble in our passionate pursuit of sound risk adjusted returns and in the research of companies which provide above average income. When we make mistakes, we will admit it, and take ownership and responsibility for them.
We communicate with our clients as candidly as possible and only offer those services which match our firm’s core competencies. We are intellectually curious often viewing crisis as an opportunity while focusing on our best ideas.
We are compassionate and appreciate the difficulties life’s vagaries thrust upon families endeavoring to understand the values, dreams and financial pursuits of our clients.