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. We believe that good investment management can bring clarity to a cloudy day. After listening to our clients' financial wants and needs, we deliver to them the best course of action and discuss our management plan until they feel fully comfortable and at ease.

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. Also, 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

We are interested and experienced in socially responsible and impact investing. 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. The good news is that personal values and financial growth do not have to be mutually exclusive. Companies can be screened based on their environmental, social, and governance positioning. 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.