Mission and Philosophy

Our mission is to help investors achieve long-term investment goals with minimum costs, taxes, risk and time. We seek to achieve our objectives through outstanding personal service and individually constructed and continuously managed portfolios.

We generate superior risk adjusted, long-term returns by investing in growth companies at a reasonable price. Our investment strategy adds value through proprietary fundamental research, valuation analysis, and portfolio management tailored to balance risk and return.

It is our view, that successful investment counseling is a partnership built upon trust, expertise and highly personalized service.

Our approach to service:

• Regular Meetings: We value an open and continuous dialogue with our clients to assess the current environment, review results, and make adjustments for future plans.
  
• Customized Reporting: Quarterly reporting includes performance, gain/loss summaries, income summaries, and transaction summaries. In addition, the brokers/ custodians we use provide monthly account reporting and Internet-based account access so that you can monitor your investments anywhere and anytime.
  
• Fee-Only: Our competitive, fee-based pricing links our investment management compensation to the performance of your portfolio.