Our Values

Culture is a foundational force that shapes nearly every aspect of organizational success. The team aligns around our cultural and investment values, which are intentionally incorporated into the service model and investment offerings. We protect our culture above all because it is a competitive advantage.

Independence

Diversity of thought

Servant leadership

Alignment of purpose

Constant improvement

Simplicity

Test and re-test

Live generously

Investment Values

Integrity above all. Fiduciary duty is a primary alignment reinforced by our unique business model.
Relationships are important. Pursue win-win relationships.
- Alignment and co-investment
- Fiduciary standard as a fee-only advisor eliminates conflicts of interest
Occam’s Razor – Simplicity is usually better. There can be addition by subtraction.
- Simplify investment strategies with the minimum number of financial products to add value or diversification.
- Evaluate financial products on a net of fee basis.
- Limit turnover to maximize compounding.
- Risk is the permanent impairment of capital, not volatility. Certain risks should be avoided all together, such as Buffett’s “3 L’s - Liquor, Ladies, and Leverage”. Risk is managed through stock selection.
Investing should be boring.
Wealth does not define a person or a family. Wealth accumulation should have a satiation point.
Asset allocation is a primary driver of an investor’s goals. Diversification can be minimized during times of illiquidity.