Investment Philosophy

Guiding Principles
Portfolio Construction
Global Alternatives


Our goal is to be good stewards of capital, and our investment philosophy was born out of that goal.



Preservation of Capital is Key.

Eliminating large losses is the best way to grow capital over time.

“Rule #1: Never lose money.
Rule #2: Never forget Rule #1.”

Warren Buffet

Look for Less Obvious
Investment Opportunities.

Be willing to do the hard work to look at investment opportunities where the crowd has not yet gathered.

“I was seldom able to see an opportunity until it had ceased to be one.”

Mark Twain

Diversification is Your Friend.

Diversifying risk in a portfolio facilitates effective compounding of money, to increase the dollars in a client’s account.

“Sticks in a bundle are unbreakable.”

African Proverb

Minimize Emotional Investing.

Utilize a disciplined investment process to minimize emotions in making investment decisions.

“Let's not forget that the little emotions are the great captains of our lives and we obey them without realizing it.”

Vincent Van Gogh