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Collectively, Tony and I have more than 60 years experience in the markets and with clients, who have ranged from individuals to large institutions.

On March 9 of 2017, the U.

In uncertain times, having a reliable investment discipline to rely on can be very comforting to investors.

Very soon we will be at that point in the year where we make our resolutions for all the things we hope to do better in the coming one.

With over 60 years of combined experience in the markets, we have surely seen a number of trends come and go.

After spending much of the past 30 years collaborating to manage client assets, we would like to think that our shared vision of what matters in the markets today is as valid as it was back in the late 1980’s, following the October 1987 stock market crash.