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Our goal is to preserve and grow the value of our clients' investments to enable them to meet their financial needs while building wealth for the future.

In general, we identify, through our own research, excellent companies that possess enduring business models and generate good returns on capital.  We seek to buy them at fair prices and hold them for long periods of time.  We believe in low turnover and the minimization of capital gains.

Markets are inherently unpredictable over short time periods.  Therefore, we do not try to time markets. 

We take a longer term view of financial markets than the average institutional investor.  This enables us to see through cycles and look past short-term noise to identify long-term opportunities.

You can learn more by reviewing our Form ADV and our Form CRS.

Investing in any securities, whether equity, bond, exchange-traded fund or mutual fund, involves risk of loss of principal that clients should be prepared to bear.

The investor with a portfolio of sound stocks should expect their prices to fluctuate . . . market quotations are there for his convenience, either to be taken advantage of or to be ignored.

Benjamin Graham

Long-term investors have an advantage over those with short term timeframes (and I think the latter describes the majority of market participants these days). Patient investors are able to ignore short term performance, hold for the long run, and avoid excessive trading costs, while everyone else worries about what is going to happen in the next month or quarter and therefore trades excessively.

Howard Marks

We believe time, not timing, is key to building wealth in the stock market.

Bill Miller

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