Individual Investors

Wealth Management

Wealth Management Programs & Offerings

Our offerings are designed to meet our clients’ long-term investment goals, with a specialization in global investing. Our programs are fee based only, which means our fees only go up as your account value grows, and in this way our interests are aligned with our clients.

In addition to the mutual funds, we also offer separately managed accounts and can serve as a sub-advisor to separately managed accounts as well.

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Our Principles


Seeking truth to better inform our decisions and better serve our clients.


Honesty & diligence are the foundation on which we build our relationships.


Listening with intent to understand our clients' needs to achieve their goals.


Critical & objective evaluation of our positions to reach beyond the standard.

Invest with Expertise and Innovation

Learn More About Wealth Management Programs

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