Our Vision

We are committed to building an income-focused, investment-centric firm with a solid foundation in fundamental analysis. Our process is centered around performance, relationships, and investing excellence. Our ultimate goal is to provide clients a consistent, risk-adjusted return with a keen focus on capital preservation.

Our culture is central to our success, and people of high character are our primary differentiator. We are a private, independent, employee-owned firm, focused on building lasting partnerships.

Our investing process has deep roots in fundamental research, underpinned by the use of technology and rigorous quantitative validation.

We Believe…

… the right investment culture and process
can achieve exceptional results in both
performance and service.

… in active portfolio management.  There is a strong need in the marketplace for an authentic, transparent, back-to-basics approach to managing money.

… in building a purpose-based
investment firm that will stand
the test of time.

… that relationships and partnerships are among the most important components of a successful life.

… in creating a culture that changes and improves the lives of the people we work with. People make all the difference.

We Believe…

… the right investment culture and process can achieve exceptional results in both performance and service.

… in active portfolio management.  There is a strong need in the marketplace for an authentic, transparent, back-to-basics approach to managing money.

… in building a purpose-based investment firm that will stand the test of time.

… that relationships and partnerships are among the most important components of a successful life.

… in creating a culture that changes and improves the lives of the people we work with. People make all the difference.


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