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
A View on China and Implications for (Un)-Biased Investing
March 30, 2021
When I arrived in Hong Kong five years ago, I was enamored by images outside my window in the distance of neat rows of Chinese primary school children in uniform singing the March of Volunteers as the Five-starred Red Flag was raised in the courtyard. I asked myself: was this not the same as Americans ...
2021 Macroeconomic Outlook: Navigating Through the Fog
January 29, 2021
Executive Summary: We should all hope 2020 was an anomaly with respect to market volatility but at the same time it represents a testament to the strength of our political institutions as well as to the creativity and ingenuity of our scientists and private sector. Considering all that occurred during the year from the pandemic ...
Understanding the Importance of a Donor Advised Fund for your Estate Planning Goals
November 30, 2020
The end of the year is quickly approaching, and what has turned out to be a year riddled with pain, suffering, sacrifice, and division, has also been filled with acts of extreme kindness, generosity, altruism, and love. In a typical year, many consider their charitable intentions during the months of November and December to coincide ...
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Private Wealth Management
Institutional Services
Mutual Funds
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