Investment Beliefs

 

We believe in owning uncomplicated portfolios of direct securities. There are four tenants to our beliefs:
 

  • Risk is Personal. Risk begins with the asset-mix which is personalized for each portfolio.
     

  • Own Quality. Quality is reflected in the selection of fixed-income and equity investments.
     

  • Understand Fees. You should know the fees that you pay. You should also understand the detrimental effect high fees can have on long-term results.
     

  • We Do Not Chase The Index. Our emphasis on quality is an attempt to manage volatility. An unintended consequence of this is portfolios that are often not representative of the index.

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