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.



July 1, 2021

These days, it seems, everyone has an opinion about everything. Submitted to a deluge of information and opinions from traditional news media and now internet social networks, I’ve found that many people tend to simply repeat the views garnered from their favorite or most convenient source. So, most of the ideas that circulate in social venues such as dinners, cocktail parties or even conferences are just second-hand, recycled material that has undergone little or no critical analysis.
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The Trouble with Thematic Investing

June 17, 2021

Now, and then you might hear about all kinds of themes out there. Baby boomers are retiring – how to invest. Automation and robotics – how to invest. Climate change – how to invest. Each time we learn about some newly discovered theme, it seems compelling to chase it and ride the wave of alleged investment opportunities that may follow. Is it really a good investment policy, though?
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Beyond The Headlines

Words Do Matter

July 1, 2021

I remember standing in front of Casino de Monte-Carlo in Monaco when I was a kid. I enjoyed looking at some of the cars parked in front of it. I have visited this sovereign city-state three times since. I like the windy roads, the vistas, the weather. I don’t recall ever being inside a casino in my life, though. I have never gambled in one, but I consider myself a lifelong investor, a stock picker, a business owner. It worries me how much the vocabulary, the words around investing, start to sound like something one would overhear among roulette players or slot machine enthusiasts. I believe that words do matter, and the more investing sounds like gambling, the more unwanted trouble you may get yourself into.
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It’s Always the Right Time

June 10, 2021

I remember getting introduced to a new client a while back. I was a novice portfolio manager. I was looking forward to our meeting, but I faced a bit of a challenge. I wanted to impress him with some new investment ideas that we could use right away. The stock market was reaching multi-year highs, everything looked pricey, and I had no immediate stocks I wanted to buy. The meeting went very well despite that, a nice lunch followed it, and I learned a lesson that day that I’ll never forget. It’s always the right time to starting investing. Let me explain. 
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