We manage both equity and balanced portfolios for individuals and institutions that are taxable and tax-free. Each account is managed separately in accordance with client objectives. We focus all of our energy on finding great companies for our clients to own over an extended period of time. We believe that wealth is created by long-term investments in successful and well managed companies.

                                 The minimum portfolio size for any new account is $5,000,000;

                                the minimum portfolio size for an institutional account is $10,000,000;

                             and for accounts that don’t meet our minimum, we have a mutual fund.