Our Difference
There are plenty of boutique investment management firms. Here’s what makes us different.
Expertise
You benefit from seasoned investment professionals who specialize in direct ownership in domestic and global equity and fixed income securities.
A True Partner
We directly invest your assets on your behalf, with our proprietary investment process.
Proven
Our proven performance track record has been time-tested through favorable and unfavorable markets.
Fiduciary
We are a fiduciary, acting solely in the interest of our clients, and guided by the highest ethical and professional standards.
Individualized
We implement customized investment strategies aligned with your individual goals – and designed to match your income and liquidity needs, tax status, risk tolerance, and life circumstances.
Flexibility
As independent managers, we have the flexibility to act on portfolio-centric decisions in a precise and timely manner.
Accessibility
As a boutique, we are able to provide you with direct access to the investment decision-makers to discuss ideas, concerns and life changes. We don’t rely on an intermediary to communicate with you.
Fee Only
We offer a strictly fee-based relationship, which translates into lower costs for you.
Commitment
We are committed to a long-term enduring partnership with you, and respect the ultimate control you want over your assets.
Insightful
We have extensive experience as investment committee members for profit and non-profit endowments.
Timely
Our access to cutting edge research, and rigorous analysis, allows us to provide timely perspectives on fundamental issues that impact you and/or your business.