Discretionary investment management for retail clients. Long/short equities only.

We are a registered broker dealer, and a registered investment advisor. Functioning as independent businessmen and women, we each have our own clients, but share a belief in growth investing for the long term. We each have different ways of analyzing companies and managing client accounts, but we work together to tap the group’s diversity of ideas and opinions. This multiplicity of opinion serves to test each idea from a variety of angles—both before and after a broker acts upon it. Although we share information, we often don’t invest in the same stocks or at the same time. In fact, we occasionally find ourselves on opposite sides of a security.