To maximize your after-tax returns over the long term.
We do that through a conservative, common sense approach that focuses on generating income and minimizing risk – always mindful of each client’s individual financial goals and changing life circumstances.
We invest across multiple asset classes, including global equities, fixed-income securities, and alternative investments, and allocate among them based on your time horizon, liquidity needs, and risk tolerance.
Based on secular growth themes and employing fundamental research, we seek out securities that are reasonably valued and have long-term growth potential. Contrarian by nature, we prefer investments and sectors that are out-of-favor.
As active investors, we’re constantly reviewing each portfolio and will shift between asset classes or liquidate individual positions when specific thresholds – what we call “warning signs” – are triggered. Our security selection and strict sell disciplines help keep portfolio turnover low, and we carefully monitor transaction costs and tax effects during portfolio reallocations.
If you’re looking for a long-term financial advisor who will tailor a portfolio to reflect your needs and objectives, contact us today to speak with one of our founders.