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.