Results. Our experience and judgment
creating customized portfolios for
families, endowments, and
foundations has led to superior
long-term investment results.
Intensity.
We pursue
your goals with a
single-minded focus.
Transparency.
We are a proudly independent
firm—employees own the
majority of the company
and we believe deeply in
putting clients' interests first.
Creativity.
We believe great
opportunities often lie
outside conventional
thinking.
