Financial Advisory Investment
We seek the long-term growth and preservation of capital. We pursue a value-oriented investment approach to identify undervalued or misunderstood investment situations, preferably in high-quality businesses, on a global basis. Primary attention is given to finding individual securities that offer significant upside potential and a margin of safety at the time of purchase. The factors that differentiate the company are as follows:
In choosing individual securities, we ignore short-term volatility and instead focuses on long-term potential for capital appreciation. This approach broadens the universe of our investment opportunities as other market participants, generally operating under institutional constraints, have a much shorter time horizon.
Focused on Preservation of Capital
Preservation of capital is paramount to long-term investment results as illustrated by a simple mathematical principle: while a 50 percent loss reduces $1 of capital to 50 cents, a 100 percent gain is then necessary to recover the initial $1 of capital. Moreover, this phenomenon expands in a non-linear fashion: for example, a 400 percent gain is required to offset an 80 percent loss. Accordingly, we focus principally on preservation of capital and define risk as a permanent loss rather than mere changes in market quotations and period-to-period performance.
Knowledge, acquired through intensive research, is a critical element in minimizing risk. We follow a well-honed, time-tested research process and has an extensive network of fellow investors, analysts, executives, and business owners who help in idea generation and due diligence.
Our capital allocation strategy is market agnostic. Rather, allocation among different businesses is a function of their long-term characteristics and potential risk/reward profile at the time of purchase.
We do not employ any asset allocation model that specifies what percentage of a portfolio should be invested in each asset class. Since we believe that periods of excessive optimism and despair are a primary source of wealth destruction, cash & cash equivalents are our default choice until an attractive investment opportunity is identified.
We Craft Elegent Solutions with Powerful Technology
We help you develop and implement a financial plan that ensures the security of your finances, both short and long term. From examining your current situation, to setting goals and deciding how to measure your progress, our advisors are uniquely qualified to take you through the financial and investment planning process.
Our Customers Come First
Our mission and competence encompass each of these important areas, providing you the substantial advantage of truly integrated wealth management. By engaging an advisor whose compensation is unrelated to the sale of financial products (and therefore free of conflicts of interest), you get the peace of mind that comes from knowing the guidance you receive is based entirely on what is right for you.
We Promise You the Best
Our advisors work with you to ensure that you are provided with sufficient funding and resources to retire how you want to. We partner with other professionals to handle all necessary legal responsibilities to provide you and your family with a piece of mind for the entirety of your retirement.