Our guiding principle is to invest our client assets in high-quality securities, with a buy and hold strategy.  We generally employ a long-term, value-oriented philosophy, but within a client’s asset allocation guidelines, we will tactically take advantage of short-term dislocations and opportunities in the markets.

We follow a research based disciplined investment strategy, which is personalized and consistent with a client’s financial objectives and guidelines. Our strategy is to primarily invest in investments with competent and honest management, strong balance sheets, stable cash flows, with a focus on long-term growth and income. All investment decisions are built on a cornerstone and core philosophy of capital preservation.