• Philosophy

    Our investment philosophy is largely a blend of the investment approaches championed by Warren Buffett and Peter Lynch. Each offers advantages that enable greater opportunity to succeed in today’s challenging market.

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  • Research

    We invest heavily in our research to ensure our investment philosophy translates into results for our clients. Key to our success is researching several hundred stocks per year, the best of which we present to our clients.

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  • Buying/Selling

    We are highly selective with buying, limiting client portfolios to 30 stocks. Selling typically occurs when a stock becomes over priced, fundamentals are eroding, or we find a better stock and need to raise cash to pay for it.

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