We cater to the needs of high net worth individuals and smaller institutional accounts. We pride ourselves on providing highly personalized service and on our tradition of long-term relationships. Many of our clients have been with us our entire careers, with several second-generation clients.

Our clients are well-educated individuals who enjoy the intellectual pursuit of investing. Most are busy professionals and institutions who have neither the time nor the interest to manage their assets.

Our clients are not traders. They prefer investing in businesses for their long-term prospects, rather than jumping in and out of investments. Given their busy schedules, they prefer to have their assets managed on a discretionary disciplined basis.

Our clients are the reason we are in business; therefore our focus is on the quality of professional relationship, not the quantity. We enjoy the intellectual exchange with our clients, and always welcome their ideas on the market and investment opportunities.