We manage your investment portfolio in a separate account following the same investment strategy we use to invest our family savings.
We invest in unique publicly-traded businesses that operate in the United States and offer the potential for high returns as well as low risk. Our objective is to take advantage of the power of compounding to grow our clients’ assets so we often own businesses for many years.
“Compound interest is the eighth wonder of the world. He who understands it, earns it ... he who doesn't ... pays it.”– Albert Einstein
