Business Principles

Our main mission is to serve our clients. We do this by seeking to maintain distinguished personal care and attentiveness with an abiding commitment to doing the right thing. If we serve our clients well, our own success will follow.

We believe financial planning is not just about taking care of your money. It is about taking care of you. We build relationships thoughtfully on honesty and integrity while adhering to the highest ethical principles and rules that govern us. The trust and loyalty of our clients and our colleagues naturally follow.

The dedication of our people to our firm and our clients is extraordinary and a key reason for our success. With this, we aim to achieve superior returns for our clients. We accomplish this through thoughtful research, rigorous discipline, and significant employee investment alongside our clients.

The long-term nature of our client relationships, spanning over four decades, provides experience, insight, and asset stability that benefits both our clients and investment partners.

Our independence ensures that we can provide the best services and investments irrespective of their source or commercial affiliations. We are dogged in our determination to provide the best service and investment results for our clients.

The size of our asset base provides the scale to access top investments and services with power to negotiate attractive terms on behalf of our clients. We also have the internal resources and sophistication to skillfully navigate a highly complex landscape.

Our small number of clients enables us to provide highly customized services while pursuing unique and often specialized investment strategies not available to larger pools of assets. Our nimbleness and ability to make quick decisions is highly attractive to our investment partners.