Prudence and discipline to suit all your financial needs

Among the guidance Hy Scheff provided his clients over his long career, “protect the principal” was one of his most important mandates. It was the idea that drove his belief in prudence, a disciplined process, and decisions made in concert with his clients’ lives and goals.

This remains the root of our investment philosophy today. We use rigorous tools and analysis to vet investments and thoroughly consider our clients’ lives, time horizons and risk tolerances in our recommendations. Rather than chase exciting market fads, our process is intended to honor the value of our clients’ principal contribution and the goals they are entrusting with our guidance.