Our team approach relies on a lateral organizational structure that demands participation from our entire firm.

• We encourage investable ideas from all team members.
• We seek a thorough review of new ideas, deliberately limiting the pace of consideration.
• We demand thoughtful discussion and practical evaluation of:
  • Company/Government prospects
  • Management/Leadership capabilities
  • Balance sheet strength
  • Industry prospects
  • Dividend potential
• We review purchase /sale candidates for both absolute and relative attractiveness.
• We favor a consensus before making changes to client portfolios.