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Our Investment Philosophy

Navigating a rocky investment environment calls for an experienced skipper, one with a firm and steady hand at the helm.  When you engage our services you hire such a skipper; our task is to guide your ship safely to its destination by protecting your capital, obtaining an adequate return on your investment, understanding the risks involved and managing them, and preparing for the unexpected.

Our rigorous and disciplined investment selection process enables us to ferret out a manageable universe of stocks, bonds, commodities, and ETFs, all of which we thoroughly research and from which we judiciously select fully optionable investments that either generate adequate current income or offer you an opportunity to prudently grow your capital while keeping you reasonably whole.

We DON'T time the market; we DON'T chase any fads; we DON'T engage in speculative trades.  We seek solid long-term investments that will achieve your desired goals at the lowest possible level of risk.  We focus sharply on the nature and degree of risk associated with each investment and with the unavoidable trade-off between risk and return, establishing clear and actionable entry & exit strategies for every investment.

We manage risk through prudent diversification and the judicious use of put and call options.

"Never enter a place unless you carefully establish how you will exit from it."

— Maurice Leblanc  (1864-1941) in "Arséne Lupin"

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Once an investment is made, we monitor it constantly to ascertain whether the original reasons for making the investment remain valid, or whether a change in conditions

warrants a change in our investment posture.

Should I invest my money in
Stocks? Bonds? CDs? What?
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