Investment Philosophy

The guiding principles on which our firm was founded still define our investment approach today. They are the foundation for all of our investment strategies and have contributed to our long-term investment success and lasting client relationships.

We always put clients first. We place great value on understanding and serving our clients' individual needs and apply this thoughtful client oriented approach to managing each portfolio.

Our investment strategies are directed toward clear focused objectives and bound by an active investment process. An investment discipline isn't a straitjacket, it's a compass. We are not distracted by market fluctuations or fads. You will know what we're doing and why.

Our commitment to meticulous research helps us to uncover opportunities and limit risk. With a focus on the long term, we seek out quality characteristics in every investment we make.

Remaining steadfast to these principles, we will continue to help clients in the pursuit of their investment objectives.