A direct relationship and full accessibility to those who are making the actual investment decisions, security by security.
Guidance, counsel, and basic education on investment and wealth advisory issues provided by credentialed investment professionals, backed up by a team of client service specialists who are also directly accessible to all clients.
A transparent fee structure (avoiding multiple fee layers) and a tax responsive portfolio structure through the ownership of individual securities.
Periodic, face-to-face meetings remain the hallmark of our communication model.
Reports covering performance, strategy and our investment outlook are provided each quarter, delivered by mail or electronically through a secured client portal.
Technology advances have benefited investors by enabling broader access to information. Continued evolution will provide new ways to think about client/manager interaction.
Absolute risk (the chance of loss) can be managed by identifying specific targets and ranges for allocations to stocks, bonds and cash. We work with you to create an Investment Policy Statement based on your own risk tolerance.
One of the true “free lunches” in this business is when diversification lowers risk without diminishing the return opportunity. The combination of our three equity strategies does that by providing a smoother pattern of returns through diversification across investment styles, company size, and geography.
The bias here is ours, reflecting our strong view that a portfolio of undervalued securities provides a more financially sound foundation to create long-term wealth.