Philosophy

The global financial landscape is constantly changing, so we view change as an opportunity to evolve and grow. At the same time, we have remained steadfast to our defining characteristics and our core values. These principals guide us as we pursue our most important goal: to provide clients with exceptional performance and service.   We partner with quality companies, with improving business fundamentals and attractive, prudent prospects aligning our interests with those of our clients.

CORE VALUES:

We pride ourself on staying true to our vision and core beliefs and aim to incorporate these into all aspects of our work.

Value: Seeking relatively undervalued entities and believing they will eventually produce strong returns.

Fundamentals: Identifying companies with strong earnings prospects.

Growth: Buying into companies that have promising emerging products or services that hold promising growth potential.

Socially-Responsible: Looking for companies that adhere to certain set of moral and/or ethical business standards.

Technical: Examining past market data to look for hallmark visual patterns in trading activity to make buy and sell decisions.

Contrarian: Making investment decisions in direct opposition to the market majority (selling when others are buying).