Our Investment Philosophy
Our investment philosophy focuses on managing risk, as much as possible. We are intent on providing competitive returns in rising markets and preserving wealth in declining markets — in other words, intelligent and consistent growth of capital. We believe that by minimizing buying and selling activity (turnover), we reduce costs and enhance total returns.
In addition to lower transaction costs, our low turnover discipline also allows for effective tax management in taxable portfolios. We firmly believe that the gains you keep after taxes are those that count.