CORE FOCUS AREAS

After more than a quarter century as an investment management firm, we have learned a great deal about our clients and ourselves. One lesson is that our clients are looking for more than just performance. They want a true partnership; they want to work with an advisor who understands their desires and dreams. We have also learned that we do our best work when we can see the world through our clients' eyes. Only then can we be sure that our strategy and execution is aligned with our clients' best interests.

Someone is sitting in the shade today because someone else planted it there a long time ago.
— Warren Buffett, noted value investor

Our investment management philosophy has proven to be particularly attractive to three types of investors: entrepreneurs, women, and socially responsible investors. While clients need not fit into any of these particular focus areas, we do offer deep experience and expertise for those who do.

To learn more about these focus areas, please continue reading or contact us directly: