Serving individuals, families, trusts, & pension plans
- Emphasizing the importance of asset allocation
(Being in the best market and best sector at the right time)- We believe in fundamental value investing and portfolio diversification.
- Each client has their own personal account with a custom investment policy.
- The majority of our accounts are risk averse and seek conservative prudent management. Note: All of our managed accounts have experienced exceptional performance over the past decade (primarily because we avoided losing money).
- We do offer more aggressive hedge accounts for qualified investors.
- Low $100,000 minimum for a fully managed individual account.
(Other programs have lower minimums.)