We are committed to building and shaping each client relationship, whether an individual, a family group, an institution or a charitable organization. Our research process and that of our portfolio managers is sophisticated and pragmatic, drawing on both fundamental and technical research. Having this expertise in-house provides us with the confidence to challenge the consensus.
It is our chemistry, mutual trust, respect and discipline that bind our team members-for over two decades in some cases. This relationship laid the groundwork for the type of firm we are today.
It is our chemistry, mutual trust, respect and discipline that bind our team members-for over two decades in some cases. This relationship laid the groundwork for the type of firm we are today.
Services
It is our chemistry, mutual trust, respect and discipline that bind our team members-for over two decades in some cases. Our firm name is taken from the ship Endurance in Shackleton's Incredible Journey by Alfred Lansing. Our business model mirrors the same enduring principles of teamwork, discipline, commitment and leadership that provided the strength for the crew of the Endurance to brave their grueling journey.
We are committed to building and shaping each client relationship, whether an individual, a family group, an institution or a charitable organization. As an independent, fee based RIA, we develop an individualized Investment Policy Statement which responds to your unique risk tolerances, liquidity needs, income requirements, tax position and any other unique financial and personal circumstances.
Unique to a firm of our size, our team includes three dedicated, senior research professionals. The research process and that of our portfolio managers is sophisticated and pragmatic, drawing on both fundamental and technical research. Having this expertise in-house provides us with the confidence to challenge the consensus.
Comprised of the portfolio managers and our research department, the Investment Committee formally convenes weekly to review the impact of any recent macro financial, economic or political events on the markets as well as any new information impacting owned securities.
Quarterly, the Committee rethinks the firm's overall investment strategy, reevaluates each of the owned securities, reexamines current allocation weightings and discusses new and alternative investment opportunities.
Quarterly, the Committee rethinks the firm's overall investment strategy, reevaluates each of the owned securities, reexamines current allocation weightings and discusses new and alternative investment opportunities.
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