We manage investments through separate private accounts holding carefully chosen stocks and/or fixed income securities in accordance with each client’s unique objectives, guidelines, and tolerance for risk. We DO NOT manage mutual funds, funds-of-funds, annuities, partnerships, or any other “packaged products.”
We manage investment capital as though it was our own which we manage in the same fashion as our clients’ money. We “eat our own cooking.”
We manage money with the prudence, patience, discipline, and skill that will yield satisfactory long-term investment results over time, with an eye toward safety of principal.