Overview

​We're an independent, 100% fee-based RIA searching for a practice to buy. First and foremost, we pride ourselves on being investors, not simply allocators. We manage all of our own discretionary strategies, using no outside money managers, consisting of long-only equity and fixed income positions. A CFP would be a great complement to us.

We strive to be rigorously independent and long-term oriented. We believe in concentrated, high-conviction investing, and we build our own portfolios in-house using a proprietary research process. As active managers, we are agnostic when it comes to industry and sector constraints imposed by benchmark indices and we enjoy the freedom to invest across asset classes at any given time.

​When we examine a business for potential investment, we place as much emphasis on the qualitative characteristics of the company as we do on the quantitative elements of their financial statements. We take a multi-year view when we commit capital and, when we find companies we believe in, we prefer to purchase sizable positions and hold them for a long time.

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