After this outline of our investment philosophy, personal backgrounds and work with clients, it may be helpful to summarize what we consider to be our firm’s most important characteristics:
Confidentiality: Clients’ names or finances are not disclosed without expressed approval.
Independence: Our employees participate in the firm’s ownership and there are no outside conflicts of interest that might interfere with giving unbiased, objective advice.
Experience: Staff members have displayed long and successful careers in economic analysis, securities research and portfolio management — the three cornerstones of investment counseling.
Attention: All portfolio recommendations are the result of independent analysis by our experienced investment team.