We consider ourselves investment professionals rather than asset gatherers. We do not try to grow our business by selling investment "products."

Instead, we focus on obtaining the best investment results we can for our clients, consistent with their individual needs and circumstances.

To measure our progress, we have tracked the "time-weighted" net of fees performance of individually managed accounts since the mid 1980s, long before it was common to do so.

Clients are encouraged to discuss with us the long-term performance of their accounts.

Past performance, of course, does not guarantee future results.

Performance FAQ

What is "time-weighted" performance?

How do I tell what is a good performance?