Vision without execution is hallucination.  – Thomas Edison

Executing your plan will be heavily impacted by how you allocate your capital.  How you invest your assets should be objective-driven.  That’s why we start with a Strategy. 

Within that Strategy, we believe each individual, corporation, trust, or foundation will have uniquely different objectives and thus will warrant a personalized and custom investment policy.

The execution of that investment policy will be particular to your situation.  The consistent themes and how we think about investing are as follows:

• Costs matter – they can have a huge impact on investor returns and will be constantly factored.
• Taxes Matter – tax management when applicable will be incorporated in every portfolio. 
• We recommend long term, patient investment strategies – your timeframe is your advantage as a private investor. ‘Investing is most intelligent when it is most Business-like.’ Ben Graham 
• Understand Compound Interest – it is an incredibly powerful mathematical formula and we will make sure your capital is invested with it in mind. 
• Behavior – "The investor's chief problem—and even his worst enemy—is likely to be himself." – Ben Graham. Having a plan helps frame your investment decisions and helps remove emotion from the investment process. This is where the biggest mistakes are made – and we will work diligently to help you avoid them.

Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.