Investment Management

As a full service investment manager, we construct a customized portfolio for you, manage it on an ongoing basis, report to you regularly, and meet with you to discuss our progress.  

All of our investment professionals are disciplined Value Investors, trained to select securities that are cheap relative to earnings, cash flow, and assets. 

However, we also understand that Value Investing isn’t the right strategy for every situation, and in these cases, we offer passive investing.  In all cases, we employ:

  • Patience, long-term thinking and discipline

  • Portfolio diversification

  • Independent thinking and disciplined research

  • Consideration of tax consequences, where applicable

  • Minimization of  fees and expenses

To learn more about our active and passive strategies, please click on one of the links below.