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Investing Side by Side With Our Clients

We only use investments that we also invest in or would be willing to own. We invest in the same share classes and on the same platform.

Investment Selection

We search for top investment managers and organizations that stand out from the crowd. We believe good investment management is more than a few years of good performance. The mutual fund or investment must also be run by a company that recognizes its role as a steward of your money.

We seek fund companies with business practices that benefit shareholders, such as compensation methods that promote long-term investing, an independent board of directors, and managers who have their own money invested in their mutual funds.



Besides disclosing all fees, we want you to understand your investment strategy and its results. Our quarterly commentary and our discussion-oriented meetings keep you informed about your investments and the progress you are making.

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