A disciplined approach to growing and protecting your wealth
We believe the best opportunity to increase income and capital over time is through a disciplined approach of owning companies with sustainable earnings and dividend growth. We prefer companies with strong balance sheets, established competitive advantage and global reach. Our equity portfolios are diversified across economic sectors and industries, and we monitor and adjust our holdings as positions become outsized or as opportunities change.
We work as a team, not as sole practitioners, and believe a team approach has several advantages for our clients. Our clients receive the benefit of decades of collective experience and the peace of mind in knowing there is continuity of personnel and backup.