INSTITUTIONS

• We understand that as a fiduciary, you are responsible for not only protecting your clients’ wealth, but also for growing it in a prudent and sustainable way
• We avoid overly complex strategies or getting bogged down in esoteric investing fads. Our approaches are academically sound, time-tested, and easy to understand.
• From index funds to closet indexers in active management garb, beta is ubiquitous, which is why we manage portfolios with a limited number of carefully selected stocks that can make an impact

Thoughtful risk management seeks to balance opportunity with capital preservation, taking action when the odds are in our favor while avoiding speculative bets.

• We engage in a program of proactive outreach to keep Advisors informed about our performance, events effecting the markets and how those events intersect with our thought process, through vehicles ranging from quarterly commentary and conference calls to delivery of updated fact sheets and even white papers.
• We also strive to promptly respond to inquiries, seeking to deliver a client experience to
  Advisors that’s second to none. Call us and see.