Accountability

New ideas are always entering the market. There also may be compelling reasons to look at companies that we previously rejected. Perhaps most important, the companies we currently hold require constant reviewing.

Team members meet daily to review market events, new investment ideas and current portfolio holdings. In addition, we meet monthly for more in-depth discussions about the performance of our holdings and to conduct a thorough risk analysis. Although we are confident in the securities we choose to include in clients’ portfolios, we recognize that today's dynamic market environment requires us to be vigilant in monitoring their performance and fundamentals.