Investment management for long-term prosperity is our specialty. When we build a portfolio, we build it to last. Nevertheless, we continually monitor the markets and make adjustments as opportunities rise or fall.
We understand that every investor has different needs, which is why we manage each client individually. We don’t use model portfolios, algorithms, or any other dubious methods.
Our process involves thorough analysis of potential investments in areas like: business opportunity, risk factors, financial valuations, special situations, competition, and leadership. When all these factors align, it’s deemed to be a good investment.