Our Philosophy

Our investing philosophy can best be summed up in a baseball metaphor:  we try to consistently swing for doubles instead of swinging for the fences.  In other words, we tend to shy away from excessive risk because we believe that you will see better results in the long run if we focus on “fundamentals.”  Understanding that each client is different, we will tweak this approach based on your situation and financial goals. 

We judge investments over the long term.  A quarter is not enough time to judge an investment; instead, we review your investments over a long period of time to get the full scope of their performance.

We cannot promise you every single investment will work out perfectly, but you can trust that your interests will always come first.