Company Values

Company Values

To focus on safety of principal without sacrificing returns

Client Service

To be forthright with clients about our opinions
To keep the identity and nature of every client relationship completely confidential
To respect each client’s unique situation and preferences
To make money for our clients by assuming appropriate, well-reasoned risks
To only accept clients with whom we are the right fit
To honor the trust that clients put in us through action, availability and service

Investment Process

To exercise patience continuously
To know our limitations and stay within our circle of competence
To avoid big mistakes
To be aware of the false precision of computer models
To maintain our objectivity and minimize biases
To not be a closet benchmarker

Business operations

To always put our clients’ interests before our own
To charge a competitive fee for our services and to add value far beyond our fee
To employ the best, most experienced and thoughtful people
To keep our overhead at a manageable level and reinvest in resources that benefit our clients

Business Goals

To keep our business simple
To grow through continuous reputational enhancements
To be the best advisor, not the biggest