Our Edge

    What Is Our Edge?

    • Objectivity – We are fee-only and independent. Our only incentive is to generate good investment results.
    • Diversification – We believe in diversification to reduce asset class risk but we also believe in selectively exploiting asset class opportunities.
    • Discipline – Our discipline is based on rational decision rules and fundamental analysis. This mitigates sloppy decision making and emotionally based decision errors.
    • All-Star Approach – Exceptionally in-depth research gives us access to highly skilled managers.
    • Quality of Service – We tailor an investment plan to your needs.