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 will 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.


How do you stay a millionaire?

April 17, 2018

“How do I keep what I have?” is the query we hear much more often than, “How much will the market rise this year?” Those who are familiar with our long-term value contrarian mindset know better than to pose the latter question seriously. The recent increase in volatility and a worldwide sell-off in major indices has broadened the discussion. Investors started to focus more on keeping what they’ve made in this market. Some wisely realize that they might not have the time to make their money back if they were to lose it. What can be done about that?
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March 2, 2018

“We consider ourselves long-term, patient, contrarian value investors” are the first words in the “How We Invest” section of our website. But what do they mean in practice?
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Beyond The Headlines

Buy the dip, don’t buy the dip?

April 6, 2018

Over the last few decades, we've been conditioned to buy each market dip, but is this a good strategy today?
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The bull market crashed. Now what?

February 13, 2018

Over the last few days, we have seen about a 10% correction in major equity indices around the world. It definitely got everyone’s attention. Globally, estimated $5 trillion of paper wealth vanished in a matter of days. What happened though? No war, no impeachment, no lasting U.S. government shutdown either.
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