Our story is a simple one. We founded our firm in order to help investors achieve their financial objectives by offering personalized portfolio management services—not by selling you investment products.
We are an independent, fee-only, United States Securities and Exchange Commission registered investment advisory firm, providing customized portfolio management services to individuals and their financial advisors.
Our investment approach blends a combination of fundamental analysis, discipline and patience to create equity and balanced portfolios based on the time-proven principles of value investing.
As thoughtful value investors, our sole focus as a firm is to manage private investment accounts for individuals and financial advisors throughout the United States.