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Our Blog: The Last Four...

  1. January 18, 2022

    The recent print on U.S. inflation, as expected, was a record setting 7.0% year-over-year at the headline level. 1 I’ve been a broken record in repeating the fact that inflation is measured on a monthly rate of change basis compared to this time last year. While prices… More >>

  2. January 10, 2022

    It’s difficult to imagine risk these days when it comes to equity investing. Unlike an extreme skier or free solo climber, when an investor looks down, they can hardly see any exposure. The last twelve months have been an epic time for U.S. equities. 1 Over the last… More >>

  3. January 3, 2022

    We just published our Q1 2022 Look Ahead, you can view the presentation here or watch our narrated version here. We look at this year as the “thin green line”, with a lot of threads that will make up the difference between success and failure in equity markets throughout… More >>

  4. December 27, 2021

    As an investor in China and specifically their domestic “China A” stock market; I find myself often explaining China to many clients, friends, and family. While surrounded by family and friends this Christmas holiday, China was on the minds of many. With anti-China… More >>

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If trust is our most valuable asset, expertise is surely a close second.

We’ve been a leader in the financial services community since 1994, with a client list that includes many successful business owners, CEOs, and individuals as well as foundations and endowments. In fact, our first client is still a client.

The reason we’ve been so successful is our independent investment philosophy, which treats each client uniquely.