Investment Management

1. Knowing Our Circle of Competence.

The stock market is a no-called-strike game. You don't have to swing at everything - you can wait for your pitch.

We try to exert a Ted Williams kind of discipline. In his book The Science of Hitting, Ted explains that he carved the strike zone into 77 cells, each the size of a baseball. Swinging only at balls in his "best" cell, he knew, would allow him to bat .400; reaching for balls in his "worst" spot, the low outside corner of the strike zone, would reduce him to .230. In other words, waiting for the fat pitch would mean a trip to the Hall of Fame; swinging indiscriminately would mean a ticket to the minors.

2. Wonderful Companies at a Fair Price with a margin of safety.

3. The Importance of an economic Moat.

4. Compound Interest (Dividend Reinvestment) is the 8th Wonder of the World.

The true value in working with an experienced advisor doesn’t come in just building a portfolio - it’s in tailoring that portfolio to minimize your tax obligation, understanding your unique behavioral biases, creating investment strategies backed by years of research and working together to adjust that portfolio year after year.

Tailoring Your Asset Allocations

Not only do we take your unique circumstances such as risk tolerance and time horizon into account, but we develop a personalized portfolio that considers a number of factors including:

• Geopolitics
  
• P/E ratios
  
• Risk premium
  
• Supply-demand
  
• Market trends & flows

Understanding What’s Important to You

Simply wanting to “make more money” isn’t a helpful goal to have when developing your portfolio. Instead, we want to understand what it is you’re preparing for in the long run - buying a home, paying for a child’s wedding, enjoying retirement and more. By taking the time to understand why we’re investing, we can help you determine what types of investments may be best and how we can work together in a realistic manner towards your goal.

Continuously Monitoring & Realigning

Your life isn’t static - and your portfolio shouldn’t be either. But understanding when to make a move and when to ride out the storm can make all the difference in your ability to stay on track toward your financial goals. We’ll take this important decision-making off your plate, as we continuously monitor your portfolio, reassess allocations and work to keep your investments working alongside the rest of your financial plan.

As we work together in developing your tailored investment portfolio, here’s what you can expect from us: