Our goal with every client is to create a close trusted relationship for life. We assist our clients in a fiduciary capacity with regular contact to ensure our clients receive the best possible care and attention. We serve, and have served, clients in the fiduciary capacity for decades.
One element of our investment style is that we build custom portfolios one company at a time. Instead of trying to predict events or their outcomes, we focus on researching the fundamentals of businesses and investing in them only when they are trading at bargain levels.
The importance of buying businesses below their underlying value is fundamental to our approach. Domestic and world political events, while interesting and important, are not the major factors in our decision to buy stock in a good business at a bargain price.
While our investment style is simple to understand, it is not so easy to implement. Many things often get in the way of investors making good decisions. Emotion and fear often eliminate sound judgment as investors try to predict the future based on current headline news stories and events. This causes many individual and even professional investors to freeze at times of greatest opportunity!
Every client has unique needs and goals. Together, we come up with a plan, create architecture, and then start investing in businesses that fit our parameters. We attempt to minimize risk through a consistent approach with diversified portfolios that help clients achieve their short- and long- term goals.
We pledge our continued effort in this fundamental approach and feel privileged to work with our clients, their families and friends.
Our goal with every client is to create a close trusted relationship for life.