Our firm exists to assist our clients in a comprehensive way in accumulating, managing and conserving wealth. We pursue that mission, both as investment manager and as trustee, by:

• helping to define objectives precisely, in order to provide useful input into the investment process;
  
  
• designing and implementing strategies intended to produce desired outcomes;
  
  
• managing portfolios in a manner that is consistent with such strategies; and
  
  
• working closely with the client to ensure that objectives and strategies are adjusted as circumstances change.

We have a significant responsibility to our clients. For the majority of our individual and many institutional clients, we manage the most important discretionary assets they own. The portfolio may contain a lifetime of savings, proceeds from the sale of a business, an insurance or divorce settlement, an inheritance, or endowment funds accumulated over many years. If managed responsibly to meet realistic objectives, the funds should be sufficient to meet the client's important needs. If management is mishandled, the client's financial security will be threatened.

We manage real money for real people. We take that responsibility very seriously.