Investing in durable businesses

hiding in plain sight


 classic value investing

modern paradigm


Our Services

We offer money management services to a diverse client base:

  • A working professional or an entrepreneur
  • Corporate pension plans
  • Charitable entities such as foundations, trusts, estates, or endowment funds
  • As a sub-adviser to other investment advisers

Our Mission

Build trust

Develop a long-term partnership

Offer peace of mind


  • We work our schedule around yours
  • We are available via phone and email, as well as Google+ Hangouts and Skype
  • We welcome feedback, debate, and questions
  • The level of engagement is entirely in your control

our interests are ALIGNED

  • Our fiduciary duty to our clients is our primary concern
  • A simple fee structure aligns our incentives with our clients'
  • We invest our own money alongside our clients' money

We manage your portfolio so you can focus on what matters to you

Contact Us

We look forward to hearing from you

If you have questions or need more information, please fill out the form. 

Name *



Phone:  (551) 257-5126

Office Hours

By Appointment


725 River Rd, Ste 32-123

Edgewater, NJ 07020