Accounts managed on a discretionary basis are subject to a very detailed level of monitoring and supporting research of the underlying securities. Our advice and recommendations are based on objective, independent analysis. We are solely responsible for all investment decisions. We are small enough to react swiftly to changes in circumstances and opportunities, yet experienced enough to avoid trading decisions that merely reflect a transitory trend.
Our team has a combined experience of over sixty years in the finance industry and we are extremely motivated to achieve excellence in every aspect of our investment performance and customer service. Investment recommendations are customized to meet the individual needs and objectives of each client and reviewed on a frequent basis with adjustments made as appropriate.