Philosophy & values
An Inheritance of Great Example
It is our privilege to shoulder the burden of managing wealth for discerning families. We offer uncompromising and transparent financial guidance, so families may not only leave a legacy, but also live one.
Return of Capital before Return on Capital
We strive to first preserve, then enhance the purchasing power of our clients’ wealth over time.
Buy Cheap, Sell Expensive
Focus on well-managed businesses that may be purchased at a discount to their intrinsic
value.
Avoid Over-Diversification
Diversification serves a purpose but also dilutes the positive contribution of the best
performers in a portfolio.
Liquidity is Expensive
There is a price paid for everything. Paying for liquidity on assets that will not be
used for years is wasteful.
Reward Requires Risk
Thoughtfully and deliberately choose the risks worth taking.
Cash as Default
When there is nothing worth buying, don’t buy.
A Culture Rooted in Community and Partnership
At the heart of our firm’s culture lies our clients and community. We are humbled to receive our clients’ trust, and we believe giving back to our community is paramount to our longevity as partners.
Deserving of our Support
We are proud of the unsolicited commitments our employees make each year to the organizations they value.
