Style and Objective

We are preoccupied with risk and work hard to resemble one of the old-fashioned hedge fund managers who actually hedged.

At the core, we are value investors and take a Graham-and-Dodd view of the world. But we also believe that the markets are cyclical, central bankers are fallible and big earthquakes have a disconcerting way of arriving at unexpected times. And so, we work market dynamics into our recommendations. We update Graham-and-Dodd a little. We search for protection against adversity.

We work to make 15% each year regardless of market conditions.

And our model portfolios have been successful even as other investors suffered terrible losses.*We’ve quietly bonded with our investors to acquire wealth and provide for our families. Only when the value of your portfolio goes up, can the total amount of our small percentage fee go up. We are your trusted partner in the pursuit of that 15% annual profit opportunity.

*Past performance does not guarantee future profits.