We are dedicated to helping our clients achieve their personal and financial goals by investing in consistently great companies and providing thoughtful, long-term guidance.
Our clients have benefited from our continuity in leadership, which has strengthened intellectual rigor and investment discipline.
Our clients include high-net-worth individuals, multi-generational families, and their trusts and foundations. Many built their wealth through ownership in successful businesses. Some are former executives of portfolio companies who became clients after experiencing our process firsthand.
We provide well considered advice during pivotal moments such as retirement, equity compensation, and other life events. In those times, clarity and simplification are essential.