• Simple is better than complicated. 
  • Protecting assets comes first.
  • Diversification by Asset Class & Sector guide equity selection.



Our team has worked or traveled in more than 75 countries.

We find the best liquidity in the USA, along with many of the world’s best companies.  

But we also understand the macro issues driving the global economy.

We will always do our best to select the best regions, sectors, industries, and individual firms that represent the best preservation profile and future growth prospects.

           If you are seeking a steady hand and   experienced global portfolio management,  we believe you have come to the right place… 

For more on how we rationally manage an irrational market for individual clients, please visit our “Portfolio Management” page.

For our thoughts on intelligent investing, see “The Informed Investor.”

For timeless wisdom (and whimsy) from the best minds ever to invest and the best satirists, go to “Market Wisdom & Whimsy .”

For links to some of our competitors’ sites and market information, go to “Links.”

And to contact us, please go directly to “Contact Us.”









hikers in the mountains