FIDUCIARY SERVICES
As a registered investment advisor, we are legally and contractually bound to serve as a fiduciary advisor to our clients.
FINDING VALUE
We identify corporate credits and equities prices at a discount relative to their intrinsic values.
MINIMIZING COSTS
We are cognizant that debt, fees, expenses, and taxes compound negatively, just as investment returns compound positively.
UNDERSTANDING RISK
We engage in independent analysis and due diligence that considers the underlying credit quality of companies.
GENERATING INCOME
We prefer investments that offer dividend and interest income, major components of total return.
STEWARDING RESOURCES
We believe all resources, including investment resources, should be sustainably managed.