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Our Philosophy


You never know where opportunity will present itself.


Easy Does It

The first thing we like our clients to know is that our approach to investing their assets is consistent, patient, and prudent.

There are Always Opportunities

In any business and economic climate, there are investments that provide stability and long-term growth. We believe the economy will continue to provide unprecedented opportunities through biotechnology, electronic commerce, and wireless communications, to name a few.

We look for companies across all industries that have proven financial track records and the ability to efficiently move product or service innovation to the consuming world markets.

Socially Responsible and Impact Investing

At the same time, and like many of our clients, we firmly believe in the concept of socially responsible investing, impact investing, and renewable energy. With diligence, research, and laser focus, it is possible to identify companies that meet our criteria for performance and for their ability to make a positive impact on societies around the world.

While this is not the primary focus of our investment strategy, it is one that several of our clients are passionate about and that we research, monitor, and invest in when appropriate.

If you share our enthusiasm for socially responsible, impact investment, and renewable energy let’s schedule a call and get to know each other.