Our Services

Providing Investment Management, Wealth Management, and Strategic Planning under one roof.

Investment Management:

We pair a basket of statistically selected ETFs with individual businesses that the firm spends thousands of hours researching prior to their admittance into client portfolios.  Thomas Gayner, CEO of Markel, succinctly summarizes the factors we look for:

  • Cash generating assets with high returns on invested capital and moderate leverage

  • Management teams with equal measures of talent and integrity

  • Reinvestment opportunities that allow for compounding of returns

  • Appropriate valuation

Simply picking stocks successfully is not sufficient for long term wealth creation. Clients need a plan and an understanding of what they are investing in and why they are investing in it. We don’t focus on timing the market, we focus on your time in the market. That is why we do more than just investment management, incorporating strategic planning and comprehensive wealth management. All three of these critical functions act in concert to help you preserve and build wealth. 

Strategic Planning:

Much like every company has an income statement, balance sheet, and statement of cash flows, so does every individual. We identify fixed and variable costs, different sources of income (revenue), and then determine how to best allocate our clients’ post tax cash flow. We strive to optimize clients’ balance sheets, limiting liabilities and creating a diverse set of cash generative assets.

Wealth Management:

Owning great companies only leads to long term wealth creation if one holds on to great companies for the long term. As wealth managers, we understand clients’ entire financial pictures and can help create individually tailored strategies that mitigate against forced and panic selling at the wrong times. By understanding clients’ future cash flow needs and long term financial goals, we can help craft portfolios and plans that propel them along their financial journey.