* We love that we provide investment guidance for our clients and always strive to deliver as much value as possible. We strongly believe in aligning incentives with our clients so that we are motivated to perform at the highest levels for our clients. We are most proud of our unique investment strategy and the clarity we provide our clients in understanding our simple but effective strategy to investing.
* Key qualities our business stands for: Love, Harmony, Prudence, Discipline, Clarity, & Concinnity
* The definition of Concinnity is, "The skillful and harmonious arrangement or fitting together of the different parts of something." Concinnity is a noun. We believe blending different elements together in a beautiful and elegant way creates concinnity. We seek to establish concinnity in all parts of our business. Concinnity in our relationships, concinnity in our investments, concinnity within our business. As concinnity pertains to our investments, we believe that multiple factors effects the quality of a business such as financials, management, culture, sustainability practices and more. All of these elements coming together to create harmony effectively creates concinnity.