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.

Articles

Sell in May

May 29, 2024


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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.
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Beyond The Headlines

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?
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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?
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