Our Core Values

Competence

We view every security we purchase as if we are buying a piece of a business — not simply a stock certificate. We invest side-by-side our clients through our three-pronged investment process maintaining a top-down macro view to assess risk and a bottom-up, income-focused, value-driven approach.

 

 

Integrity

We tell our clients the truth even if it endangers our relationship or impairs our firm’s income. 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.

Transparency

Our private clients maintain a separate account in which you own all securities directly. With direct ownership, you have complete transparency and may view all of your positions. As we invest directly in securities researched in-house, we save our clients the additional fees and expenses of mutual funds or ETFs. Simply put, we work at the pleasure of our clients. As your account grows, we grow.

Compassion

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.

Humility

When we make mistakes, we will admit it, and take ownership and responsibility for them. We continually question where our investment thesis may be wrong and don’t take undue risk through hubris. We remain humble in our passionate pursuit of sound risk adjusted returns and research every investment with the diligence that an owner would–because we are owners, investing together, side-by-side our clients.