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We may be perfect for you
Our clients succeed by making informed decisions. They believe in the long-term compounding power of equities, understand risk, accept price volatility and have the patience, conviction and resources to allow investments the time to work. They prefer to delegate part or all of the investment process to a manager with whom they can develop an enduring relationship based on trust, communication and results.
Over two decades, we’ve built a successful business managing over $200 million by developing relationships one client at a time with those who value the way we think and operate. We use our experience, knowledge and resources to invest our capital with the best managers and opportunities we uncover. Our clients share the benefits of our efforts and experience by investing their capital alongside ours.
We believe our disciplined and time-tested investment approach will result in superior performance over time. We also believe that unless you have the time, skill and desire to manage your own investments, you can benefit from investing with us.
Our clients receive professional and highly personalized service in all communications. We are a team of dedicated professionals who work for and with our clients. We know all clients by name and recognize most by voice when they call.
Understanding our values, work ethic and philosophy is easy. Delegating management of your hard-earned wealth is a decision that requires communication and trust. This can be accomplished only by an investment in time.
We welcome exploring new relationships with those who share our vision.
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