We believe in taking good care of good people. We believe in investment over speculation, people over products and logic over trends. We approach capital management with discipline and discernment, applying our expertise in everything we do.

Our methods are traditional, time-tested and rooted in the proven principles of Benjamin Graham — and we’ve applied it to the modern market. We’ve built our firm on a foundation of listening to our clients and rolling up our sleeves, day in and day out. Our talented team puts sound, wise investment strategy to work for our clients, stewarding their assets and delivering peace of mind.

Investment over Speculation
We analyze the strength of a company to uncover its growth potential. As an outgrowth in the security analysis strategy of Benjamin Graham, we invest in companies with sustainable earnings, strong management and market position.

People over Products
At the core of our culture, we believe ownership creates connection. Our clients are people first, and our team is invested in their shared success. Just as important as strong results are strong relationships.

Logic over Trends
Our investment process requires the judgment and unanimous consent of our team. Guided by wisdom and experience, we steward our clients through all of life’s transitions. We offer our clients clear vision in a volatile world.