Our Approach: Discipline and Imagination
As investment and wealth management professionals, we are dedicated to helping investors define their goals, formalize their goals in Investment Policy Statements, and meet their goals through solid and sensible investment management and wealth management. Although we are disciplined in our approach, this does not prevent us from being imaginative. Disciplined and imaginative are two important defining characteristics of who we are.
We also believe in keeping our investment philosophy simple to understand. We manage stock, bond, and cash portfolios as well as portfolios that are a mix of the three (known as balanced portfolios). Our goal has always been to provide returns for our investors that are near benchmarks and at less-than-benchmark risk.