ABOUT

Values

INVEST EFFECTIVELY

Allocate capital to assets that are: difficult to live without, difficult to compete with, difficult to replicate at a conservative estimate of their value.

COMMUNICATE CLEARLY

Explain decisions when they are made; in plain language and to everyone affected by the decision.

ACT DECISIVELY

Do your homework, trust your judgement.

SPEND RESPONSIBLY

Balance the needs of our clients, employees, and shareholders and demand a return on every dollar.

PURSUE WISDOM

Read. Think. Experience. And share openly.

LEAD BY EXAMPLE

We have our own money invested alongside our clients.

BEHAVE RESPECFULLY

Treat everyone the way we would wish to be treated.

In addition...

Professional

We believe that financial planning is a process to be taken very seriously. You can rest assured that we understand we are working with your wealth, your dreams and lives.

Personal

We enjoy long-term relationships with our clients and because of our unique process, we can develop innovative solutions quickly to respond to our clients’ evolving needs.

Independent

 

We provide impartial information to our clients regarding their options and educate them.  We are under no obligation to provide any product of any supplier.

Integrity

 

We aim for the highest level of integrity and place our client’s interest above our own at all times.

BALANCE

 

We know that true wealth is more than just money. Like you, we value our time spent with family, friends and enjoying fun activities.

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