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.


Fall in Love with the Process

October 14, 2021

What leads to success in investing? Many might think it’s setting lofty goals with precise deadlines. Some might believe it’s all about regularly beating market benchmarks, and others might focus on their portfolios’ daily, weekly, or monthly returns. The real secret, though, is to fall in love with the process. Let me explain.
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The Blessings Of Mentorship

August 25, 2021

I recently received a very kind email from our this year’s intern, Joshua. His experience was different than that of many of his predecessors that we hosted over the years. He was our remote intern working from his home. His words of appreciation for what he had learned with us made me think of my mentors, who blessed me with their generosity over the last two decades.  
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Beyond The Headlines


October 8, 2021

Famous quotes are difficult to attribute. Mark Twain may never have said that “history does not repeat itself but that it often rhymes.”   Winston Churchill may have been paraphrasing George Santayana when he wrote that “Those that fail to learn from history are doomed to repeat it.” Still, with these maxims in mind, I have tried to recall a few investment episodes from my own experience when I learned something that would help me avoid future mistakes.
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Penny Wise, Pound Foolish

September 23, 2021

Pennies, cents, pounds, dollars, euros – it’s sometimes curious how we think of money. A while ago, I remember someone sharing with me a tale of old Wall Street. With a lot of self-made fortunes, many investors tended to be penny-wise but at times pound foolish. The smaller amounts were easier to relate to, they felt familiar, and the larger ones were so disproportionately big that the right penny habits didn’t capture them. Doesn’t it happen to us all now and then?
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