We have this idea that investing should focus on price and advice should focus on you...
You. Our approach to investing starts with those we’re investing for. The first thing we do is meet you face-to-face. Get a sense of who you are and what you want your money to do for you. We have worked in this business long enough to know that we need to know you well in order to advise you well.
Your investments. When we invest on your behalf, we keep emotion at bay and focus on price and fundamentals. Because we’ve learned from experience that rules-based investing provides better risk-adjusted returns over time and protects capital—and that’s what our clients are looking for. Why it works.
Of course, investing is only part of what we offer—one component of a comprehensive wealth plan customized to meet your needs.