Authentic investors know that price is what you pay, and value is what you get. In our view, the probability of success is increased by emphasizing high-quality securities and by attempting to capitalize on disparities between price and value.

Ours is an active investment approach.

By contrast, passive strategies employed by index funds indiscriminately buy and sell securities without regard to quality and irrespective of value. This approach simply seeks to replicate arbitrarily constructed indices. Index funds tout low fees, but an index is not a fiduciary.

We embrace our role as your trusted fiduciary.

We believe our approach to active investment management is in the best interest of our clients, and we curate like-minded investment managers from North America, Europe, and the United Kingdom for client portfolios. 

We have conviction in the fundamental purpose of investing – efficient allocation of capital.