You search for the right advisor….and we search for the right clients. The client/advisor relationship should be a long term and mutually beneficial one. Since we’ll meet with our clients many, many times over the years it’s important that we share some traits:

  • The ability to trust and be trusted.
  • The ability to generally take a long term view. Accumulating and maintaining wealth takes time and commitment.
  • A general attitude of optimism.
  • We know that we are fully responsible for our financial well being – and we act and plan accordingly.

Good long term money managers are just that – good for the long term.  They know who they are what they believe and are not afraid to stand by their convictions.

The companies that we consider our partners are:

“Patience is a crucial but rare investment commodity.”
– David Dreman