We believe that honest conversations about goals, ideals, and realities lead to the best financial solutions. Together, we first set the goal posts, then we work to put a plan in place that will get you to that end line with peace of mind.
“Someone is sitting in the shade today because someone planted a tree a long time ago”
- Warren Buffett
Our Investment Philosophy
“Trust in time, rather than timing.”
-Burton Malkiel
We are top down, dividend focused investors who believe in the power of time over timing. We first look to identify areas of global growth and strength, and then look for the best fundamental investments within that space.
- Stocks are long-term investments; long-term is greater than five years
- A company should exhibit a long-term policy of dividend growth
- A company should display clear vision and have a strong management team
- A company in a stable industry trumps the "next new idea"
- Diversification helps reduce overall risk
- Market timing does not work
- Investment objectives must correlate to risk tolerance
- Overall asset allocation is as important as individual stock selection
Our Servicing Commitment
All of our clients receive the same dedication and attention. We promise to provide the following throughout our relationship:
- Determination and review of investment objectives and risk tolerance
- Written investment plans with updates as needed
- Construction of bespoke portfolios using best in class portfolio management
- Regular contact to provide updates on markets and portfolio performance
- Ongoing reviews and portfolio monitoring to provide asset allocation recommendations in order to ensure adequate diversification and appropriate level of overall risk
- Access to an extensive network of professional advisors (Tax, Insurance, Estate Planning)
- Guidance during periods of market uncertainty
