Slow & SteadyWe take a disciplined approach for both individuals and institutions. Allowing us to manage for the longer term, through the various market cycles has resulted in the All Cap Value Composite portfolio beating the S&P 500 index (including reinvestment of dividends) for every 10 year period since 1995.
“All I Really Need to Know I Learned in Kindergarten” Dear Friends and Clients; Many are familiar with Robert...January 21, 2015
USA Today (Nov. 7, 2014) compared the 10 largest stock funds performance over 14 years (Jan. 1, 2000 through...November 26, 2014
If you are a participant in a qualified employee retirement plan, and have both pre-tax and after tax contributions,...October 13, 2014
Market Summary – 3rd Quarter, 2014September 30, 2014
Market Summary – 2nd Quarter, 2014June 30, 2014
Market Summary – 1st Quarter, 2014March 31, 2014