OUR APPROACH
We don’t follow the herd.
As contrarian minded, value investors we are attracted to companies we believe are temporarily priced at a discount – fallen out of favor with Wall Street and the investing public.
Our team of portfolio managers and investment strategists invest with your interests first – We stay on top of the market, search for ideas, internationally and domestically, finding unique investment opportunities to align with your equally as unique investment goals and selectively buying when we see the right opportunity.
After-all, opportunity is found not in the consensus, but in the contrarian.
INVESTMENT PHILOSOPHY
HOW WE INVEST
ESG INVESTING
Barron’s 2021 Top 100 Advisors as of December 31, 2021. Forbes Top Wealth Advisor as of August 24, 2022.
Third-party ratings and recognition from rating services or publications are no guarantee of future investment success. Working with a highly-rated adviser does not ensure that a client or prospective client will experience a higher level of performance. Generally, ratings, rankings and recognition are based on information prepared and submitted by the adviser.
READY TO START A CONVERSATION?
Call us at 855.439.0665 or send us a message below.
