Financial and Investment Advisors to Families
In a financial world where clients have become mere account numbers, and the new emphasis rests on mass-marketing investment products and gathering “Assets Under Management,” we continue to deliver the attentive personal service of a knowledgeable and dedicated family advisor.
We believe that we are better investors because of our heritage as advisors to families and the long-term perspective it requires, and we are better family advisors because we possess the deep understanding and experience of real-life, active investing.
A Letter to a Younger Self
September 28, 2023
What if you could write a letter to a younger self today? What if an older self could write to you today? What would you write? What would you like to hear? I’ve been wondering about those questions both as an investor and an individual. Why? Maybe it’s the end of summer mood; perhaps it’s many conversations with young, aspiring professionals I’ve had in the last few months.
Making the Impossible Possible
August 17, 2023
Imagine you’re staying at a 5-star resort, and you want to put the chef’s promise that anything is possible to the test. What would you ask for? A rare, freshly picked mango in the middle of winter or a Maine lobster if you happen to be on a tropical island with scorching heat outside? I’ll let you ponder, but in investing, too, there are some impossible asks. However, I have good news: there is at least one way to make some of them possible! Let’s explore.
Three Times is the Charm
September 14, 2023
Only earlier this year, someone I know told me – “What are you worried about? Airlines don’t go bankrupt anymore?” My ears perk up when I hear a statement shared with so much conviction. I don’t recall ever holding shares of a company that went bankrupt. I held tickets of three bankrupt airlines in my life, though, and the third one was only this year soon after my colleague’s confident declaration. Why do businesses go bankrupt anyway, and how can we avoid owning them?
How Does It Feel?
August 31, 2023
Warren Buffett and Charlie Munger were asked about emotions at the last Berkshire Hathaway Annual Meeting. You’d think it’s an unlikely question to ask two investing legends at the shareholder meeting, is it though?