Investment Strategy

• Our Investment Philosophy

  Our investment philosophy is based on three important premises: low investment costs, asset allocation, and sound fundamental analysis. We base our philosophy on that of Ben Graham, Philip Fisher, Joel… Continue Reading

• Value Investment Focus

  For the equity portion of clients’ portfolios we adhere to the basic value investing philosophy set forth by Ben Graham and Phillip Fisher and refined by Warren Buffett. We seek… Continue Reading

• Portfolio Construction

  We diversify clients’ assets across the six major core asset classes based on their risk tolerance and individual situations. These are six asset classes: Domestic stocks Domestic bonds Foreign stocks… Continue Reading

• Risk Management

  Many in the investment world define risk in complicated mathematical terms. Many advisors and financial publications throw around words such as standard deviations, beta, alpha, and Sharpe ratio. As the… Continue Reading