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.


Brewster’s Millions

July 7, 2022

What have your summer reads been? I read a cheeky novel from a hundred years ago. It tells a story of a man who inherits a million dollars from his grandfather, only to find out that he has to spend and lose it within one year, and become penniless to inherit seven million from his uncle instead. Between excessive spending and poor investments, he learns a lot in the process; I know I have reading his story. It dawned on me that this hundred-year-old novel by George Barr McCutcheon -- Brewster’s Millions may hide keys to successful wealth preservation.
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June 25, 2022

For the past two decades, I have belonged to the ranks of the 1 percent – presumably the richest people in America. Truly, I never felt that rich, and it brought me no particular pride – perhaps, instead, a touch of guilt thinking about the other 99 percent. Things have changed in the last twenty years or so, however, with the arrival of newer “ultra-rich” (the 0.1percent).
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Beyond The Headlines

The Best Time is Now

September 27, 2022

What’s the best time to start investing? The best time is always now. Sitting under a tree this summer, hiding from the heat of the sun, you might have thought about the best time to plant a tree. Or, like I did, quietly said thank you to whoever planted it decades or centuries ago. A Chinese proverb tells us that the best time to plant a tree was twenty years ago, and the second best is now. Investing is the same.
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First Half 2022 Review

August 18, 2022

Never a dull moment -- that’s the best way to describe the last two and half years in public equity investing. We’ve had a flavor of a late bull market (early 2020), a panicked pandemic sell-off (spring 2020), a quick market recovery (2020-21), followed by yet another correction (late 2021 to summer 2022).
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