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Investment Management provides separate account portfolio
management for clients on a fee-only basis. We are not a broker
and don't sell products or receive commissions. Unlike many
large financial institutions, our focus on long-term performance
rather than transactions aligns our interests with that of
our clients.
We manage client investments in
accordance with the individual's investment objective, which
is determined after consultation with the client. The majority
of our clients have equity portfolios invested for capital
growth since the heart of our work is researching and owning
shares of measurably superior businesses.