We are a Registered Investment Adviser that manages separate accounts for individuals and institutions. We employ a value driven investment strategy that focuses on company fundamentals, with the primary goal of compounding capital for the long term.
Our focus on protecting investor capital first and earning investment returns second, leads to good, consistent long term investment performance.
We are a flexible investment manager who attempts to adapt to the constantly changing market environment.
Our clients are most important to us. We strive for exceptional client service, always. We serve high net worth individuals and institutions.