Broker Check

Our Approach

Primary Focus

Our primary focus is on securities that are low cost, liquid, transparent, and tax efficient.


We are an independent advisory team that has no proprietary products and primarily work as consultants with a simple and transparent cost structure.


We are proactive investment managers who build specific portfolios for every client.


We believe in the long-term progress of exceptional companies that are growing their value over time.


We focus on long-term results, not short-term returns.