Core values

Our business is defined by our core values.
  • Integrity — Above all else is integrity. We help avoid conflicts of interest by:
    • Always placing our clients’ interests first
    • Maintaining complete confidentiality
    • Employing a fee-based pricing structure
  • Perspective and Experience — All client recommendations are made in a real world context. We utilize our fifty plus combined years of experience by:
    • Taking into consideration current economic conditions
    • Trying to anticipate future trends
    • Anticipating worse case scenarios before they happen
  • Adaptability — Successful long-term investing requires adapting to today’s rapidly changing investment environments. We maintain our edge by:
    • Staying abreast of economic, political and social developments
    • Remaining flexible and adjusting strategies when appropriate
  • Service — Our clients expect and deserve exceptional service at all times. We deliver by:
    • Anticipating the needs of our clients
    • Caring about them personally
    • Often exceeding their expectations
  • Value — Our clients should expect to receive more for their money than they can get anywhere else. We deliver exceptional value by:
    • Providing superior advice and service at a fair price
    • Coordinating with our clients’ professional advisors (e.g., lawyers, CPAs)
    • Developing and implementing strategies that help maximize the creation and preservation of intergenerational wealth for clients