Three Guiding Principles
We run our business using these guiding principles:
Advisor for life philosophy
Our clients’ trust us to act in their best interests because our goal is to be our client’s financial advisor for life.
We seek to buy stocks of high quality businesses with competent and ethical managers where the stocks are trading at a discount to the business’s true value. Not many investments fit all of these criteria so we have learned to be patient.
We will concentrate our time and resources on what we do best, researching investments, managing portfolios, and taking care of our clients. Since we are specialists, we will partner with other specialists in areas where we do not have expertise, such as taxes, estate planning, and insurance. We believe in the need to work within our circle of competence instead of trying to be all things to all people.