Investment Advisory Firm anchored in enduring principles, managed by experienced investors and reinforced with global investment strategies.
We are here to help you build and secure wealth. We manage money for individuals, endowments and pension plans on a discretionary basis, using proprietary strategies focused on individual securities in our Core Strategy.
We help clients both plan for, and navigate through, retirement. We embrace opportunity by seeking "stores-of-value:" categories we call, perpetual annuities, toll-takers and rarities. And we seek to mitigate risk by remaining true to our 3-pronged investment philosophy and the 5-enduring principles.
We expect our clients to be long-term investors and we engage them as a fiduciary: we work soley for their benefit. We "eat our own cooking," meaning we invest heavily in the strategies we recommend and we seek to offer the utmost transparency.