Our Philosophy & Our Models
Our Philosophy = Creative Thinking + Scientific Rigor + Emotional Intelligence
Successful investing is a lot like practicing good medicine. We are thoroughly grounded in what is proven to work but also open to new ideas. While we believe in owning great companies and using world-class managers, we’re also deeply committed to spending the time necessary to find and execute on more difficult investment opportunities. We will use alternative and private investments that can offer better returns at a given level of risk for our qualified clients. We are unabashed in our commitment to scouring the investment universe to find the best possible solutions for our clients and their money. We know there’s an “easier” way to manage money, but we don’t believe there’s a better way – we have chosen to take the road less traveled.