Our Mission

Vision Statement


We are committed to help our clients compound their wealth by investing in a diversified portfolio of stocks (businesses) which have durable competitive advantages and purchase them at a reasonable, or better yet, cheap price.  We call companies with a durable competitive advantage “great companies.”



We constantly strive to provide the best customer experience possible. We believe in building long-lasting personal relationships with our clients, so that we can better meet their needs and provide high-quality service.


We always put our clients first. We will not invest our client’s capital in anything in which we ourselves would not invest. We are transparent and invest along with our clients.


We believe in working hard to improve the lives of our clients through servicing, educating, and always finding ways to add value to their lives.

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