history & culture
why santa fe
avalon gleanings
the pragmatics
investment management
corporate trustee/fiduciary
estate planning
family office
charitable giving
client successes
investment philosophy (sri)
portfolio management
themes and trends
Responsibility and Results
Our investment philosophy is simple: we are committed to achieving consistent long-term returns by employing the full breadth of our resources and expertise to manage each client’s investments in a way that reflects each client’s unique objectives and values. Our cornerstone is a deep dedication to independent fundamental investment research. Our disciplined approach balances the best elements of growth and value investing by identifying companies with solid characteristics: financial strength, consistent above-average growth and sustainable business models.

Our qualitative company research looks beyond conventional quantitative analysis. This approach is designed to identify forward-thinking management, responsible governance policies and best-of-class environmental and social practices. We believe that these qualities are important determinants of every company’s ability to sustain competitive advantages and deliver superior financial performance.

Our top-down research takes into consideration the effects that broad economic factors and trends have on your investments. We employ diversification across asset classes and global geographies to preserve and grow your assets. The result: delivering solid investment returns throughout market cycles.