Investments for all generations. We are a family-focused firm, investing our Members’ and families’ wealth alongside that of our clients—evidence of the strength of our investment convictions. We have instituted a process to ensure that the firm remains independent and continues to manage the funds of each client across multiple generations.
Investments for multiple generations. Our mission is to maintain a family’s standard of living from one generation to another through all types of market cycles. Relying on a variety of investment strategies—primarily value-oriented, equity investing -- we seek to achieve:
Superior absolute returns with capital appreciation
Intergenerational wealth preservation
Limited risk, low volatility
Low portfolio turnover and transaction costs, and tax efficiency