We are investors of our clients’ financial capital. Our goal is to grow this capital through the careful selection of securities with above-average potential for appreciation and income generation.
We are an independent investment advisor that is 100% employee-owned. Our sole focus is to provide objective financial advice to our clients. We do not outsource investments. Rather, our investment team performs all research in-house to drive portfolio decisions. As of December 31, 2024, assets under management exceeded $2 billion.
To grow our client’s capital, we focus on building relationships. Each client’s primary contact is a senior decision-maker, averaging more than 30 years of investment experience. We serve individuals, trusts, corporate pension and profit-sharing plans, charitable organizations, foundations and endowments. Timely visits and communication with our clients allow for consistency in achieving their goals.
To grow and protect our clients’ investments, we adhere to a disciplined investment process rooted in well-defined security selection criteria. Our research is deep and involved — meetings with senior management, conducting company visits, and attending industry trade shows and conferences. We take a global perspective, recognizing that investment opportunities exist both inside and outside the United States.
We are focused on identifying businesses with sustainable revenue and profit growth that are trading at a discount to their intrinsic value. Often, these businesses benefit from one or multiple secular themes in the global economy and/or are advantageously positioned in their industry. We analyze balance sheet health and the quality of free cash flow to identify businesses that can reinvest capital at attractive rates of return and/or sustain capital return via share repurchases and dividends. In addition, we study the incentive structure and track record of management teams to determine if they are properly aligned with shareholders.
