Investment Management Services
Customized Portfolios
Our process-driven approach to investment management is focused on finding high-quality businesses selling at a reasonable discount to our estimate of their intrinsic value. This approach is most neatly summarized as “quality-growth at a reasonable price.” We are, therefore, neither strictly ‘value investors’ nor ‘growth investors.’ Rather, we seek to invest our clients’ assets in businesses whose superior growth prospects and attractive fundamentals are under-appreciated by long-term investors or ‘out of favor’ with short-term investors. By helping our clients become partial owners of high-quality businesses, we believe that we are offering our clients, in a prudent and responsible manner, one potential way to meet their financial goals and create lasting wealth for their beneficiaries.
Customized Portfolio Construction
With elements of your financial plan and goals, time horizon, and risk tolerance, we construct a balanced portfolio targeted to achieving your goals.
(See image for simplified process).
Fair & Balanced Disclosure: Not all services will be appropriate or necessary for all clients, and the potential value and benefit of the adviser’s services will vary based upon the client’s individual investment, financial, and tax circumstances. Neither personalized nor specialized services, nor any professional credentials or designations, should be construed as a guarantee of client satisfaction or any particular outcome. Employment of specific investment mandates, such as ESG investing, may materially limit the scope of investment options available for allocation. ESG-focused investment vehicles may also be materially more expensive than non-ESG options, which can negatively impact performance. The firm will only employ an ESG-focused investment strategy at the specific request of the client, based on client-defined ESG parameters. Please see our Disclosures page for additional information regarding the professional credentials and Financial Advisor Magazine third-party rating discussed herein. No portion of the firm’s services should be construed as legal or tax advice, and legal and tax topics should be addressed with the qualified professional of the client’s choosing. Past performance does not guarantee future results. All investing comes with risk, including risk of loss.