Our Role

The single greatest way we add value is to give our clients what we call a successful investment experience. That means more than getting clients to their goals. It means that we help minimize or even eliminate the stress they feel about the investment process.

Our role is not to create wealth. No investment advisor in the history of the business has ever created wealth because wealth is not generated by moving money from stock to stock, sector to sector, or market to market. Wealth is created by millions of entrepreneurs, executives, managers, laborers, and other workers who build companies, run companies, and together help make the economy grow.

Therefore, our role in this process is to ensure our clients benefit fully from that wealth creation. The only truly effective way to do that is to deploy their capital throughout the public equity markets in a broadly diversified manner designed to deliver the capital market rate of return.