"Value investing outperforms the broad market indices over time.
Free cash flow is the strongest fundamental of every company.
We believe the greatest rewards exist when improving fundamentals
are not reflected in the current valuation of a business."
"We believe in the strength and success of our investment process.
Management has invested their own money for the firm's long term growth."
"If we do not thoroughly understand an investment it will
not go into our client's portfolios. We conduct our own
fundamental research which helps us to make objective
"Our fee is based on the assessed market value of a client's portfolio;
there are no hidden fees. Our success is based on the growth of our clients' assets."
"We construct individualized portfolios for our clients
based on their short and long term investment objectives."
"Our number one priority is to avoid a permanent loss
of our clients' capital by investing with a margin of safety."
"For more than 25 years we have followed our
investment philosophy and process in a consistent,
disciplined manner, regardless of what style is
in favor on Wall Street."
"Our clients work directly with the key investment
decision maker on their portfolio. We are in touch
with clients on a regular basis through meetings,
calls, newsletters and on line communications."
"We are not affiliated with any broker/dealer or bank.
As independent managers we make investment choices
for our clients that are free of potential conflicts of interest."
"As fiduciaries we are held to a higher ethical standard
than non-fiduciary advisors. Client interests are first and
foremost. We are personally accountable for the quality
of our investment advice."
Direct access to key decision makers
Strong relative historical performance
All our CPR and First Aid classes are recognized by the California Emergency Medical Services Authority (CEMSA) for child care providers and for Foster Care.