Alignment of Interests
We eat our own cooking. Why would we put your money in something if we don’t feel comfortable putting our own money into it?
Trust is built on honesty – about our fees, our performance, our philosophy, our value-add, our opinions; you name it, we’ll discuss it.
Excellence requires focus. We provide one service – financial and investment advice. We don’t have any other products or services to sell you.
Our firm is owned by its principals. We don’t answer to bureaucratic managers or outside shareholders. We only answer to our clients and our community.
We charge our clients a fixed percentage of their account value. We receive no commissions or kickbacks and we have no incentive to recommend one investment over another.
Disciplined Investment Approach
We strive to be a low-cost advisor in our marketplace, when looking at either our advisory fees or the total expenses of our clients’ portfolios.
We base all our decisions on rigorous research we conduct ourselves. We have found the best investments are made based on quantified evaluation of businesses.
We believe in taking a long term view when investing rather than trying to time the market’s movements.