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We know our clients very well and are committed to focusing on a limited number of client relationships. By maintaining a low client-to-manager ratio, we ensure all clients’ portfolios are customized to their unique risk profile and objectives.
In managing client portfolios our priorities are as follows:
1. Maintain and implement prudent risk management disciplines to preserve client wealth
2. Design and execute a prudent, long-term strategy to engineer a competitive rate of total return.
3. Focus time and energy on effectively managing the details of each client relationship.
Our team-based investment process is grounded in a commitment to quality in our security selection and an unwavering adherence to our strict risk management disciplines. This process breeds a culture of accountability and responsibility in how each relationship is managed.
