Our Methods

Our wealth management approach is rooted in disciplined research, continuous monitoring, and strategic decision-making. By combining long-term growth strategies with a keen eye for short-term opportunities, we navigate today’s dynamic markets to deliver thoughtful, results-driven portfolio management.

concerning investing.

1. BROAD RESEARCH AND SCREENING

We leverage advanced research tools and financial databases to analyze hundreds of companies. This allows us to maintain a large watchlist of equities, identifying those with exceptional potential for further evaluation.

2. FOCUSED MONITORING

From our broader research, we narrow our focus to a smaller list of companies with outstanding long-term growth prospects. These companies are actively monitored for market conditions that present favorable entry points.

3. CONTINUOUS EVALUATION

We regularly reassess both our watchlist and portfolio, analyzing companies relative to market conditions and our growth criteria. This helps us stay aligned with evolving opportunities.

4. MONITORING FOR FUTURE POTENTIAL

Understanding that there are too many choices and not enough time to invest in every company, we also monitor companies not currently deemed worthy of investment. This step is crucial because from this group will emerge future investment candidates, allowing us to stay vigilant for potential growth stories.

5. STRATEGIC POSITIONING

Companies meeting our stringent standards are strategically added to portfolios. Positions are allowed to grow organically as long as their quality and growth potential remain intact.

6. OPPORTUNISTIC EXECUTION

By employing technical analysis, we strategically optimize trade timing to capitalize on short-term price movements. This disciplined approach leverages modern algorithm-driven market dynamics, identifying tactical opportunities while staying aligned with our long-term growth objectives.

concerning portfolio management.

We feel strongly that every single portfolio should be viewed separately.
We take issue with managers whose client portfolios are identical. They are like mutual funds disguised as managed accounts. Instead, we see each client differently. Their time of life, when funds are added to the portfolio or withdrawn, and risk profile are only some of the factors that make them unique. Client assets must be treated according to their circumstances, not according to the profile of the portfolio manager’s holdings.

We invest alongside our clients; we own everything they own.

As price movements present a desirable entry point, a position will be taken in a portfolio. That position will be held until something changes in the life of the company, or the holding no longer justifies the market price. Other than waiting for desirable entry and exit points on particular issues, we do not attempt to engage in market timing. A typical portfolio will be diversified as to holdings, and generally fully invested.