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Our investment philosophy is quite straightforward: Attempt to generate consistent returns while minimizing losses. On the surface this may seem simplistic and easy to achieve, however, in reality it requires tremendous skill, patience, discipline and conviction.

This was particularly evident in 2008 and early 2009 when many investors saw their portfolio values cut in half. Our disciplined approach produced a very different experience for most of our clients.

We believe it is important for investors to have a macro view of the world economy and look to the future rather than rely on the past to make investment decisions. While the past is an important factor in assessing the future, it should not be the sole determinant in making investment decisions. Far too many investors (including professionals) rely on the recent past to project the future and fail to understand that the investment landscape is constantly changing.

Our approach is flexible and tailored to the needs of each client. We also take great pride in our individual service and ability to communicate with our clients. We believe they should always know what to expect from their portfolios, and we should always know what they expect from us. We consider managing money on our client’s behalf to be a privilege and want them to rest assured that we will treat every dollar as if it is our own.