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Difference

We recognize that the investment world is big, complex and constantly changing. And we know that what worked yesterday may not be the best thing for tomorrow. We offer each client a technically sound economic and market vision and then apply the results of our research to each client in a tailored, specific investment portfolio. We study the economy and markets in order to form a coherent economic viewpoint, and then look at the individual industries best positioned for the current economic environment. Finally we choose specific companies to create individually tailored portfolios for each client. Undergirding all our choices, we hold a fundamental belief in sound character coupled with investment experience.

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