Investment management and financial planning: An integrated approach

We listen closely, explain things clearly, and earn your trust.

We take the time to get to know you, hear your concerns, and learn your goals. Our first consultation is free of charge or obligation. We follow up with a complimentary review of your finances and investments and initial recommendations for your consideration.

We are long-term investors, guided by research and strongly held core principles.

We invest in individual stocks, bonds, exchange-traded funds, and mutual funds that we select through a disciplined investment process. Our experienced research team searches widely for new ideas, then digs deeper into hundreds of them each year, combing through company financials and reports, management conference calls, industry-specific research, and other resources. We then assess valuation, quality, and risk and select what is compelling.

We use our individual selections to craft diversified portfolios that meet your objectives, and we monitor and manage your portfolios on an ongoing basis according to your changing needs and priorities.

We approach this work as a service. And a partnership.

Approachable, caring client service is the heart of everything we do. We are here to talk through questions, explore issues, and respond thoughtfully as your priorities evolve. When you call, you will get someone who knows you and your account.