Investment ManagementInvestment Management Services

Investment management services represent the core suite of services we provide. With nearly 30 years of experience in the areas of investment research and portfolio management, financial planning, and legacy and philanthropic planning, we provide clients with a comprehensive array of services that support the growth and preservation of financial capital, as well as the development of the family’s non-financial wealth, all within a simple, asset-based fee structure.

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Discretionary Investment
Management

Our investment management philosophy is simple: extraordinary businesses produce significant wealth for investors over time. We:

Strive to deliver superior, risk-adjusted returns, net of fees and taxes.

Seek to exploit the behavioral and emotional biases of active stock-picking investors.

Apply a rigorous valuation discipline to our buy and sell decisions.

Identify innovative businesses around the world that possess sustainable competitive advantages.

Prioritize certain social and moral considerations, but our approach differs from traditional ESG criteria.

Incorporate a variety of tax-efficient portfolio management techniques for our taxable clients.

Financial
Planning

Planning for your financial future is the bedrock of achieving your goals. We empower our clients to make well-educated, confident decisions by

Defining and clarifying goals, limitations, and risks.

Identifying and evaluating options.

Ranking priorities.

Determining the actions to be taken.

Setting the long-term investment strategy.

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Legacy Planning
Guidance and Advice

Planning for one’s lifetime is daunting enough; planning beyond it, even more so. Working collaboratively with their legal and tax professionals, we help clients:

Ensure their estate planning documents accurately reflect their values and desires.

Conceptualize the technical legal terms of their documents and their pragmatic implications.

Equip their heirs with the skills and experiences necessary to be prudent stewards of the family’s financial capital.

Philanthropic Planning
Guidance and Advice

Generating significant wealth is relatively easy when compared to giving it away. Leveraging our experience serving on various non-profit boards and training tomorrow’s non-profit leaders, we help our clients:

Establish a charitable Vision, Mission, and Strategy.

Define a strategic focus.

Draft and implement Grant-making guidelines.

Adopt impact-tracking tools.

Determine when and how to introduce young children to the concept of charity.

Hone future generations’ charitable experiences and skills.

Facilitate the charitable leadership transition from one generation to the next.