Our Values & Principles

Discipline and independence define how we work with our clients.

Plan comprehensively and act decisively

Understand businesses. Embrace business ownership. Analyze thoroughly. Focus on decision-making.

Two women communicating

Communicate clearly, always

Explain decisions when they are made; in plain language and to everyone in the family and business affected.


Invest consistent with the goals and the plan. Take appropriate risks. Invest in good businesses. Maximize your life’s earnings.

Manage cash flow

Spend within our means. Invest to meet our needs. Save to meet our goals. Protect it. Grow it. Use it.


Appreciate good people and treat them as your own family. Continually build trust.

Pursue Wisdom

Grow personally and professionally. Read. Experience. And share and educate openly.