Our Approach
Primary Focus
Our primary focus is on securities that are low cost, liquid, transparent, and tax efficient.
Consultants
We are an independent advisory team that has no proprietary products and primarily work as consultants with a simple and transparent cost structure.
Portfolios
We are proactive investment managers who build specific portfolios for every client.
Value
We believe in the long-term progress of exceptional companies that are growing their value over time.
Results
We focus on long-term results, not short-term returns.