Investment Counsel Characteristics

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:


Sound Investment Philosophy: We adhere consistently to our stated policy.

 Clients’ names or finances are not disclosed without expressed approval.

 Our employees participate in the firm’s ownership and there are no outside conflicts of interest that might interfere with giving unbiased, objective advice.

 Staff members have displayed long and successful careers in economic analysis, securities research and portfolio management — the three cornerstones of investment counseling.

 All portfolio recommendations are the result of independent analysis by our experienced investment team.