


The Principals have a long history of successful money management which dates back to the 1980's. Our investment philosophy is both unique and effective which has allowed us to produce positive returns in both bull and bear market environments. Having developed this proprietary investment style we are able to construct a portfolio based on any return/risk target. Currently we offer three different in-house strategies which consists of Consistent Return, Long-Biased and Long-Term. We also offer custom tailored portfolios based on investor preferences. This means we can target annual returns as high or as low as an investor wants provided there is enough tolerance for the commensurate risk involved. Our style also allows us to seek opportunities oustide of the United States such as in emerging markets and in hot growth areas like China, India and Russia. Investments can be managed through various vehicles including asset management accounts, hedge funds, domestic and offshore vehicles, advisory arrangements and separately managed accounts. We also have stringent risk controls in place. Risk Management is accomplished through portfolio hedging, diversification, stop losses and mandatory review points.