Investment Management

Held to a Higher Standard.

We invest for quality, clarity, and safety.

Based on consistent principles, derived from our more than 35 years of investing, our team seeks to invest only in strong and stable companies that we believe can prosper despite competition, recession, inflation, and other hazards of the marketplace. We believe that the stock values of these companies will lead to long-term wealth creation.

Our investment judgment is purely independent. Because we are not affiliated with any bank, brokerage firm, insurance company, or mutual fund, we sell no products and accept no commissions. Accordingly, as we are paid only for asset management by an annual fee, our only incentive is to protect capital and increase the value of our client’s portfolios – our interests and our clients are in sync.

Consistent Objectives

  • Provide independent, objective investment management services.
  • Remain focused on an investment style that has worked well for more than 35 years.
  • Seek to minimize risk and preserve capital in down markets.