Welcome!

We are glad you are here and would like to introduce you to our team. We believe in responsible investing and being active in our community. We also regularly host events and blog about what catches our interest.

We follow a disciplined investment approach and foster long-term relationships with individuals and institutions based on trust, care and respect. We are passionate about what we do and the value we provide and we welcome the opportunity to speak in person - please connect with us right here.

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Recent Posts

Tariff pause: Reasons to exhale and get back to basics

Tariff pause: Reasons to exhale and get back to basics

Apr 11, 2025 | Kelly Bogdanova

We explain why the details associated with the tariff saga are less important than overall investment strategy, and why investors should think about their long-term strategic allocation as an anchor during periods of extreme volatility.

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Shock and tariff: Four key perspectives on the selloff

Shock and tariff: Four key perspectives on the selloff

Apr 08, 2025 | Kelly Bogdanova

Extreme stock market corrections are difficult to endure. We answer key questions on investors’ minds, examining the unique contours of the tariff challenges and the areas of the U.S. equity market that we think can at least hold up better against

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