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Our Investment Philosophy

As investment counsel, we follow the philosophy described by Benjamin Graham in his classic treatise, The Intelligent Investor:

"The leading investment counsel firms make no claim to being brilliant: they do pride themselves on being careful, conservative, and competent. Their primary aim is to conserve the principal value over the years and produce a conservatively acceptable rate of income.  .  .  . Perhaps their chief value to their clients lies in shielding them from costly mistakes."

We call our services personal portfolio management. Our investment process addresses individual client needs.