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Investment Philosophy

Our Investment Philosophy

Our Investment Philosophy

Predominantly passive

Markets are highly efficient.  Our conviction is in passive & conviction helps weather turbulent markets.

Simple is preferable to complex

Some problems require complex solutions, but most do not. 

Fee Focused

Paying for added value can be appropriate, but all else equal, reduce costs.

Risk management is paramount

Time is an investor’s greatest resource.  Staying convicted, and continually invested, is of the utmost importance.

After-tax returns are all that matter

It’s not what you earn it’s what you keep.  Although we aren’t tax professionals (always consult a CPA), we balance potential tax consequences of all decisions.

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