We believe that, over complete market cycles, investment returns are maximized by taking what is called "good risk” selections that are underappreciated and/or less well-known, but have strong potential and solid management. The advantage of an independent firm allows for flexibility and better access to unique situations in the early stages.
We provide consistent, responsive, efficient service with significantly lower fees than mutual funds and other third-party asset managers. Our clients have direct access to their Investment Advisor or Portfolio Manager. There are no additional unnecessary levels of management between our clients and ourselves.
We have a straightforward approach to investing. Our experience has taught us that complexity can lead to excessive trading and constant uncertainty over the direction of the market. Smart investing usually requires two decisions - a smart buy and a smart sell.
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