About Us

The goal of investment management is remarkably simple:
find investments that grow at a rate faster than inflation to increase the value of your portfolio. The process of investment management, however, is a bit more complex. We combine finance, common sense, a healthy dose of skepticism and over 20 years of industry experience to select a portfolio of investments. Then we monitor your portfolio, sifting through the torrent of daily news from the financial markets, separating the noise from the relevant, actionable information. This is what we do.