OUR GOAL IS TO ALWAYS GIVE THE INFORMATION WE WOULD WANT TO KNOW IF SOMEONE ELSE WAS MANAGING OUR CAPITAL
| We truly view ourselves as partners – So many clients in the money management business are just another number to their investment manager. We view our clients as partners, just as if you were to partner with someone else in another private business.
| We are a family company – A reputation takes 30 years to build and about 5 minutes to destroy. We always emphasize doing the right thing, and will never compromise our reputation or our last name.
| We are transparent and open with our partners – We believe a true partnership is one that has direct and honest communication. Our partners always have instant contact with us and are updated frequently on changes within our portfolio.
| We actually invest our partners’ capital – As odd as it may sound, most “money managers” don’t actually manage their clients’ capital; rather, they outsource the client capital to third parties and act as the “hand holder” or “middle man.” We would never do this with our own capital, so we certainly won’t start with yours.
| We are performance oriented – We don’t believe you should pay a fee if there is zero performance. We judge ourselves on the performance generated for all our clients, instead of the total assets under management like most managers do in this industry.