When you leave the comfort of an established firm to build your own enterprise, you do so for very clear reasons. For us, it was simply a matter of wanting to create a highly principled, completely unbiased, personal approach to investment management, an approach that would accomplish what we believe our industry should stand for: to advocate, inform, and honestly advise the people who place their trust in us.
a highly principled, completely unbiased, personal approach to investing…
We established our firm with a united commitment to better serve individual investors. Each of us understands how the investment business is conducted elsewhere; we knew that together we could create our own way of doing business: a much more effective, efficient, and straight-forward way to help clients. Clients deserve better. We deserve better. That’s why we founded this company.
"It’s a relationship: if you’re willing to invest in us, we will invest in you."
Removed from the constraints of a larger organization, we’ve been able to create a truly meaningful entity: we believe in doing what is right, we believe in placing the interests of the client first, we believe in the integrity of each other, and we believe that – in the long run – we are creating a model for how investors should be treated.
More | about Our Differences
