Essential to who we are and what we do is a dedication to fostering long-term relationships with our clients and their families.
Our fiduciary duty holds us to the highest level of client care in the financial services industry.
"Price is what you pay, value is what you get."
"The problem is that with so much attention being paid to the upside, it is easy to lose sight of the risk."
"Don’t own a stock for 10 minutes if you don’t plan to own it for 10 years."
“What an investor needs is the ability to correctly evaluate selected businesses. Note that word "selected": You don't have to be an expert on every company, or even many. You only have to be able to evaluate companies within your circle of competence. The size of that circle is not very important; knowing its boundaries, however, is vital.”
"In the short term, the market is a popularity contest. In the long term, the market is a weighing machine."