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Investing in 



Built on a foundation of transparency,

independence and integrity.





At a time of unprecedented change when even the most respected financial institutions have been shown to be conflicted in outlook - our traditional values set us apart.


We believe that independence is paramount.


We have no proprietary products to sell, and no interests to serve other than those of our clients. Our unrelenting focus is on preserving our clients' assets in real terms and enhancing our clients' interests over time.


Our values are traditional, but our techniques and instruments are not. Our investment tools are proprietary and grounded in state-of-the-art financial theory.


It is this unique combination - traditional attitude and state-of-the-art aptitude - that makes us the home of unbiased, independent investment advice.


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