We believe in the responsible management of wealth

We believe in the big sum of small differences, and that focusing on all the details is what can create a an attentive, proactive and risk-adverse experience. This includes understanding and addressing the complex market forces at work, here and around the world. It also encompasses our experience in behavioral finance, and our commitment to curtailing irrational investor behavior or bias our clients may have that could be detrimental to their financial well-being.

We believe it’s not uncommon for financial professionals to over-emphasize performance over how much risk they are taking to attain that performance. We, instead, subscribe to the philosophy of the renowned economist Benjamin Graham, who said, “The essence of investment management is the management of risks, not the management of returns.”

One of our main tenets to investment management is to manage asset correlation, or in other words, manage how investments move in relation to one another. We consider this important because it allows for the risk reduction benefits of diversification. We customize investment strategies and portfolios using individual securities that make sense to each client’s individual situation. We don’t use preset portfolio models or pooled capital investments.

Throughout the years, we believe it is a philosophy that has enabled and empowered us to serve our clients well.