Benefits to Clients
Transparency: Our business model as a 'fee-only' adviser is simple to understand. We are professional investment managers - not salespeople. Clients can see our incentives are directly tied to growing their wealth and protecting their assets over time.
Simplicity: Because we invest client funds directly into a select list of companies, we know what we own and are directly accountable for holdings and performance. We are not out-sourcing management of client funds to other advisers, indexes and asset 'buckets' where both what you own - and 'fees on top of fees' - becomes confusing.
Independent/Unbiased: As a 100% partner-owned firm, we are independent and free of any corporate hierarchy or outside influences. There is no large ‘menu’ of different products to sell, nor is there any incentive to transact. We keep portfolio turnover low because it is more tax efficient and produces better long-term returns.
Planning/Advice/Relationships: Delivering competitive returns with an appropriate risk profile for each client is central to what we do. However, the relationships we have developed typically span more than a decade or two because clients have come to trust us for all manner of general investment advice and financial planning - activities that go well beyond simply delivering a portfolio return.
A Consistent Investment Process: We stick to an investment process that is opportunistic, time-tested and avoids attempts at market-timing. Clients are paying us for our judgement as well as a comprehensive research process that involves debate, rigor and patience. They want to understand how we are investing their money and that we are following a consistent discipline.
Communication: Keeping in touch is vitally important. Clients do not deal with intermediaries but have direct access to the portfolio managers investing their account to address any questions or issues in a timely manner.
Team Player: As a trusted adviser to our clients, we work extensively with other professionals such as accountants, attorneys, and actuaries to help solve client issues in a timely manner.