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Team

In addition to our investment management experience, many of our team members have backgrounds in law, accounting, and banking. This allows us to provide clients strategic advice from a variety of perspectives. While our knowledge base is broad, our team's manageable size and collaborative structure allows for valuable cross-fertilization of ideas and perspectives. Our purpose is to understand our clients' goals and to apply, with intellectual rigor, creativity, and hard work, our insights to achieve them. We measure our success by our investment performance and the quality of our advice and service.