How

We seek to manage risk and maximize opportunity by taking advantage of global trends that many money managers miss. Our dynamic style of asset allocation is based on an extraordinary amount of research and analysis that helps us in our efforts to forecast future market conditions and make smart decisions with your portfolio. We can shift our investment strategy as appropriate, depending on our forward-looking expectations of market conditions. Our goal is to simply do what works, consistently, and with great results.

How

We seek to manage risk and maximize opportunity by taking advantage of global trends that many money managers miss. Our dynamic style of asset allocation is based on an extraordinary amount of research, analysis, and conservative investing philosophies that help us in our efforts to forecast future market conditions and keep your portfolio robust and balanced.

Importantly, we protect your values-oriented goals as much as your financial goals in a clearly defined Investment Policy Statement, providing a framework for rational decision-making.

Philosophies

Emotional Investing Intelligence Quotient

You may know your I.Q. You may even know your E.I.Q. But do you know your E.I.I.Q?

Emotional Investing Intelligence Quotient tells you how your emotions play into your decisions. Are you tempted by bandwagon stocks but never seem to get in at the right time? Our advisory services allow you to invest intelligently with confidence and without having to watch your portfolio everyday. Our contrarian approach does not follow the emotional market cycles that often lead to panic, stress and diminishing values of portfolios - even in tumultuous times.
And . . . we won't compromise our values, or yours.

For more information about this philosophy, we recommend the book, "The Intelligent Investor", by Warren Buffett's mentor and teacher, Dr Benjamin Graham.

for more on our investing philosophies, see quotable quotes

Efficient Frontier

Does your portfolio have the perfect balance between optimal risk and optimal return? By creating efficient frontiers, we show clients consistent returns. Our philosophy is drawn from Modern Portfolio Theory, which formulates the sweet spot between risk and return.

Let us show you the steady path to wealth.

Margin of Safety

“The investor’s chief problem - and his worst enemy - is likely to be himself. In the end, how your investments behave is much less important than how you behave”. - Benjamin Graham.

The intrinsic value of a company is not always reflected in its stock value. The benefit of buying undervalued stocks is that the investor has protection from poor decisions and future downturns. As Warren Buffett puts it, the margin of error is like, “Buying one dollar for 70 cents”.

”If you understood a business perfectly and the future of the business, you would need very little in the way of a margin of safety. So, the more vulnerable the business is - assuming you still want to invest in it - the larger margin of safety you’d need. If you’re driving a truck across a bridge that says it holds 10,000 pounds and you’ve got a 9,800 pound vehicle, if the bridge is 6 inches above the crevice it covers, you may feel okay; but if it’s over the Grand Canyon, you may feel you want a little larger margin of safety…” - Warren Buffett