Consistent and Disciplined Investment Management

Founded in 1992, we are a privately owned, independent investment firm, managing assets for a broad range of individual and institutional investors.

Our common sense approach to investing has helped our clients safely and profitably invest and manage their wealth for the past 30 years.

Individuals

Investment management for individuals, families, holding corporations and trusts.

Advisors

Investment management for independent financial advisors and their clients.

Institutions

Investment management and counsel for large institutional investors.

Common sense investing, in a field where common sense isn't all that common.

Success in investing does not come from trading stocks -- it comes from the ownership of great companies. We believe in discipline; we celebrate the importance of research and the power of patience in the selection and purchase of these companies.