Private Wealth Management
Building a family fortune is a tremendous accomplishment.
Managing that fortune for the benefit of future generations is another challenge altogether.
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Our Firm
For more than 30 years, we have been preserving and growing our clients’ wealth, providing the stewardship and experience necessary to meet today’s challenges, and to prepare for the challenges facing future generations.
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Our Investment Philosophy
We pursue two primary objectives for our clients: to provide long-term returns without excessive risk, and to ensure capital preservation for succeeding generations. To achieve our mandate, we rely upon rigorous proprietary research employing a conservative-value approach to identify undervalued companies that possess long-term earnings potential. We do not follow fads; we invest in companies that deliver solid returns over the long run.
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Our Relationship With You
No two families are alike; thus, getting to know you – becoming your trusted family counselor - is not an overnight process. Often, your needs will extend beyond investing, and may involve intra- and intergenerational issues. Our portfolio managers leverage the full resources of the firm (communicating with each other is as important as communicating with you) to create a comprehensive service plan tailored to your unique needs.
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Our firm follows two guiding principles: excellent client service and a long
term, goal oriented view of investing that avoids speculation and resists fads.
Thought Leadership
The Bell Curve
March 31, 2022
The most likely longer-term outcome is the eventual victory of an exhausted Russia in Ukraine, followed by a long, partial, contested and inconclusive occupation, not unlike the one experienced in Afghanistan, by both Russia and the U.S. An exhausted and hobbled Russia would hardly be a plus to the global economy, but markets would eventually get used to this outcome and go back to focusing on the traditional economic and political parameters. This is the most bullish of scenarios, as well as the most likely, and the one most consistent with our investment philosophy, but it does not seem to have been priced into the market as of yet.
To The Power Of…
December 21, 2021
Elementary school math classes often begin with the core facets of arithmetic: addition, subtraction multiplication and division. Derivatives come later, in the middle school years: exponents, factorials and PEMDAS[1], show how big numbers can get, quickly. Coupling this basic math with portfolio management and stock investing can yield attractive results. Specifically, compounding is a focal ...
Down is Far From Being Out
September 23, 2021
If there is one thing investors should have learned since the Great Recession it is that simply because stocks sell off does not mean they are down for the count. The list is long and extensive as to what has added volatility to the stock market not only during, but post, 2009. How many times ...
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Private Wealth Management
Institutional Services
Mutual Funds
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