What is your investment philosophy?
A team’s investment philosophy drives its results. We believe that the growing popularity of short-term trading strategies and time horizons fosters periods when financial markets are less efficient. These periods present opportunities for disciplined individual investors who have longer time horizons. We are contrarian investors with a bias for high-quality investment alternatives. We seek to manage portfolio cash flow to support our clients’ lifestyle objectives. Our approach has always been goals-based; we construct each portfolio with our client’s unique objectives in mind.