A Word About Our Investment Philosophy

Through our team’s deep expertise in portfolio management , a significant amount of investment activity is done on your behalf by us personally – not through a trading house or outsourced partner. We have your best interests in mind, and that is best exemplified through our choice to serve you through hands-on portfolio management and superior client service .

Our tactical investment philosophy, which includes both fundamental and model-driven analysis, seeks to achieve above average, risk-adjusted returns, no matter the market environment, while striving to minimize the exposure of our clients’ investments during periods of sustained market decline.