Who We Are
We are a majority employee-owned investment advisory firm based in Richmond, Virginia.
Our singular purpose is to manage long-term equity portfolios for our diverse client base.
What We Do
We invest with a long-term perspective primarily focusing on downside protection.
We strive to maximize investor return and minimize potential loss by applying a principled and disciplined process that relies on facts, not speculation.
We view equity ownership in the same pragmatic manner in which a conservative, rational business owner would if they were buying the company.
- January 29, 2021
- October 01, 2020