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.