Unique Approach


Our approach consists of owning a limited number of individually selected good to high-quality securities at attractive prices. Included are common stocks and fixed-income securities with limited exposure to alternative investments.

We do not buy structured products in client portfolios such as Mutual Funds or utilize pre-packaged model portfolios. The fees associated with these products hamper net investment return.

We do not believe that asset allocation and over-diversification produce superior long-term returns. Instead, we seek to achieve a superior total return through capital appreciation and dividend and interest income.

Our experience has shown that portfolio returns can be enhanced over time through the ownership of a limited number of investments and building share count in good and high-quality American businesses.

We are serious long-term investors and do not speculate or engage in market timing.