OUR INVESTMENT PRINCIPLES

  • We do not try to be all things to all people.
  • We focus on what we do best which is to improve returns by minimizing portfolio risk.
  • We do not subscribe to the standardized asset allocation programs that are mass-marketed by most financial advisors.
  • We allocate client portfolios among investment strategies rather than among asset classes.
  • We take our fiduciary responsibility seriously.
  • We take a conservative, top-down approach to selecting stocks.
  • We do not speculate with our clients’ investment capital.
  • We perform our own due diligence on all of our alternative investment strategies.
  • We invest for the long term.
  • When it comes to investment returns, there is a big difference between being lucky and good.
  • It is imperative to manage portfolio risk but many people, including most financial advisors, do not know how.