OUR FIRM > Business Principles

As an investment manager to selected affluent individuals, families and institutions, our secure, forward-thinking policies have been built with these keystones:
•    Integrity and Privacy:  We maintain confidentiality and integrity in all matters involving clients and associates of our firm. Our independent status removes any possibility of conflicts of interest. Our corporate structure is designed to benefit our clients to the highest extent while compliance with laws and regulations. This ensures objectivity and professional, unbiased thinking.
•    Flexibility: We have developed a personalized, responsive approach to tailoring our clients' needs through the power of knowledge, integrity, creativity and innovation. Our investment process is structured so that it allows the portfolio, even long-term purposes to adapt to short-term changes in market environments.