The firm utilizes a long-term investment approach and recommends customized portfolios for the unique needs of each client.

​

We do all research, risk analysis and portfolio management in house without relying on any third-party managers.

​

Our investment philosophy is based on fundamental market analysis, focusing on high quality, diversified securities which are US based comprised of US stocks, bonds, ETFs, treasury bills and cash equivalents.

​

We do not recommend illiquid securities or any other 'alternative' investments. For most investors we believe that the most attractive rewards, as a function of risk, will continue to be in US based securities versus international securities for the indefinite future.

​

​

​