The power of partnership

Our Defining Characteristics
  • 1 We measure our success by our clients’ satisfaction.
  • 2 We invest with conviction, borne of our collective experiences.
  • 3 We often think and invest differently from other managers.
  • 4 We are investors, not traders, with an eye towards creating long-term success.
  • 5 We seek out uncommon value with the goal of delivering absolute returns.
  • 6 We invest for clients as we do for our own families.
  • 7 Together, as partners, we advise $1.7 billion in assets.
The Latest Outlook & Insights