Patience is a key element of our philosophy. Various research studies have shown that the average investor significantly underperforms the overall market because they let their emotions get in the way of rational decision making. They chase the latest fads with the typical result being that they miss the upswing and their gains are substantially less than what they would have been if they had just stayed the course.

While our value investment style may lag the market in periods of “irrational exuberance,” we try to provide an extra measure of protection during bear markets. We hope to gain your trust so that you remain patient and confident even during difficult times.

Value investing is sometimes described as contrarian because it is a patient, disciplined, long-term approach that does not focus on the stock market and its emotional roller coaster ride. Wall Street’s short-term views do not sway our Main Street long-term goals. We believe that following the crowd is not a sound plan for achieving financial success.