Our Philosophy

  1. In life as in business, we believe that we will do well by doing good.
  2. We believe that investing in quality growth companies is the best way to compound returns over time. Albert Einstein: Compound interest is the eighth wonder of the world. He who understands it, earns it. He who doesn’t, pays it.
  3. We believe that patience is critical to building wealth over time. Warren Buffett: The stock market is a device for transferring money from the impatient to the patient.

Our Objective

To earn an annualized return of 3% above our target benchmarks over the long term.


We offer 2 investment products:

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