DISCIPLINED INVESTING, TAX MINIMIZATION AND RISK MANAGEMENT

After putting our disciplined process into action, we implement our Equitable Trading Process, a method that helps us avoid preferential treatment or discrimination between clients. This means a $750,000 client portfolio and a $20 million client portfolio receive the same trade prices, regardless of their portfolio value. For example, if we purchase an investment throughout the day, at various prices, our clients get their equitable/pro rata share of the average investment purchase price for that day.