Our clients are either individuals or institutions with a broad range of backgrounds and financial sophistication. They range from young families starting to accumulate savings to some of the largest firms on Wall Street. Our clients are attracted to our market-tested investment philosophy and investment process, as well as our straight-forward interaction that helps to reduce stress for the client. We strive to have regular, open communication with our clients. We don’t earn commissions for selling products and we have an alignment of interests because we only do well if our clients do well.

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