We invest for the long haul.

 

Financial fads and market momentum come and go, but we believe that the key to successful investing is a steadfast focus on the long term.  We have found that the greatest rewards over time come to those who invest with discipline, patience, and courage, and thereby position themselves to exploit the inevitable mood swings of the financial markets.

 

We seek diversification.

 

We work closely with you to determine an appropriate mix of investments for your portfolio, taking into account your long-term wealth management goals, tax status, and risk tolerance.  This approach often calls for a blend of asset classes, which may include domestic or international equities and fixed income, real estate/timber, commodities, or other alternative assets.

 

Diversification does not ensure against market risk. Special considerations are associated with international investing, including the risk of currency fluctuations and political and economic events. Bonds are subject to market and interest rate risk if sold prior to maturity. Alternative investment products involve a high degree of risk, often engage in leveraging and other speculative investment practices that may increase the risk of investment loss, and can be highly illiquid.

 

We are independent thinkers.

 

We have found that investment success often requires a willingness to stand apart from the crowd—to search for opportunity when others are fearful, and to exercise caution when financial markets are euphoric. This contrarian bent is seldom easy and never popular in the short run, but we have found it to be a compelling strategy for the long run.

 

We take a personalized approach.

 

No two investors are exactly alike, and our asset management reflects that fact.  We examine your long-term investment goals, spending or gifting needs, risk tolerance, and other financial considerations and build a customized investment portfolio shaped by those inputs. Of course, as your financial needs and goals change over time, we adapt accordingly.

 

See also Where We Invest