We have found that to produce superior results for clients, we must remain small and highly focused. Our operating plan is simple: we are not experts in every field of investing; therefore, we manage only stocks, bonds, and cash. We monitor other investment categories, but concentrate where our talents lie, in marketable securities offering liquidity and uniformity in financial reporting.
Economic and market conditions change continuously, often abruptly, and sometimes unsettlingly. Effective investment counsel requires an intimate knowledge of financial markets so that the risks and opportunities accompanying these changes can be identified. Equally imperative is a thorough understanding of each client’s objectives so that appropriate strategies can be formulated. We manage portfolios with diligent application of fundamental security analysis and strict valuation disciplines.