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 advisers to families and the long-term perspective it requires, and we are better family advisers because we possess the deep understanding and experience of real-life, active investing.

Articles

INVESTING: FROM BEN GRAHAM TO PHIL FISHER TO… MICHELANGELO?

September 20, 2018

Like many fundamental (serious) investors, my early influencers were Philip Fisher and Benjamin Graham. It could be said that growth investors are looking for the next Microsoft, Apple, Google or Amazon. In contrast, value investors look for neglected stocks that are so cheap that bad news won’t hurt them much, while any good news could trigger a major upward re-evaluation. Both approaches, however, seek the same result: to uncover and analyze winning stocks.
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SIZE, CONFLICTS OF INTEREST and FIRM CULTURE

September 10, 2018

As We Enter Our Third Year, Some Thoughts About How to Pick, and Be, the Right Money Manager
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Beyond The Headlines

Zeromania. From a trillion to zero in 10 days?

August 21, 2018

Two great contemporary companies hit milestones recently. Apple reached an astronomical trillion-dollar market capitalization. Meanwhile, Facebook lost 120 billion in a day (comparable to the annual gross domestic product of Warren Buffett’s home state of Nebraska). That made me realize that at Facebook’s record free-fall speed, Apple would need less than 10 days to get to zero… we discuss how the difference between making and keeping money has never been more striking that it is today.
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What to do when nothing works?

May 16, 2018

After my recent TEDx Talk, a student asked me: “How do you invest when nothing works?” It’s such a good question that it deserves a longer answer than I could give that student on that day.
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