We believe that investing should be long term and trans-generational. As such, it should be conservative, tax efficient, and unique to every client and family. Not all clients are a fit for our firm and we only work with families, institutions, and endowments that share similar values. We do not make reactive trades. We do not look for the newest, coolest investments. We manage serious money and our priority is to preserve capital for generations to come.
We have a competency in passive investment management that has its roots in proven long term academic, Nobel Prize winning strategies, but also engage other investment strategies where appropriate for our clients’ unique situation. We also have a core competency in some of the oldest investment vehicles in the United States dating back to 1866.