Quality and Diversity *Simplicity* Discipline

We provide highly customized investment solutions for clients who expect individual attention and a focus on capital preservation & growth.

Our clients include:

  • Executives and professionals looking to enhance the growth of their wealth

  • Business owners and self employed professionals who need help managing personal and business financial assets

  • Pre-Retirees who want to make the most of their retirement savings

  • Retirees requiring strategies to maximize their after tax income, while protecting their financial security

  • Families seeking professional guidance transferring wealth to the next generation in a tax efficient manner

  • Philanthropists looking for creative ways to enhance their legacy to chosen charities

  • Not for profit organizations requiring professional guidance to manage investment assets according to specific guidelines

We Believe

  • We believe that it is impossible to consistently predict future interest rate levels or the short-term direction of equity markets.

  • We believe that most investors tend to overestimate their ability to tolerate market fluctuations during the "good times" and they tend to abandon their long-term plans during the "bad times".

  • We believe that it always makes sense to hold a diverse group of high-quality securities.

  • We believe that many people do not derive any intrinsic pleasure from being involved in the day-to-day management of their savings, and that they have more rewarding things to do with their time.

  • We believe that clients are best served by compensating us for the quality of advice and service that we provide, rather than for the quantity of transactions that we process.