Our philosophy
Our philosophy is grounded in discipline, conviction, and quality. We believe that long-term success begins with owning fewer, stronger investments, businesses we understand deeply and trust over time.
High conviction
We invest selectively, focusing on quality companies with strong fundamentals and sustainable growth.
CONCENTRATED POSITIONS
A targeted approach allows us to closely monitor portfolio composition and provide tailored recommendations.
QUALITY FIRST
We prioritize resilient businesses with consistent earnings, effective leadership, and durable advantages.
NO MARKET TIMING
We do not attempt to predict short-term market movements. Instead, we focus on the fundamental strength and valuation of the businesses we invest in, aiming to benefit from their long-term growth prospects.
LONG-TERM HOLDINGS
Our strategy emphasizes long-term investment horizons. We believe in the power of compounding returns over time and aim to hold investments for extended periods, allowing them to realize their full potential.
LOW ROTATION OF STOCKS
We maintain a disciplined approach to investment strategy and decision-making, minimizing turnover and transaction costs. This approach enables us to stay committed to our investment thesis and capitalize on the benefits of long-term ownership.
VALUE INVESTING
We seek to invest in assets that are trading below their intrinsic value, focusing on opportunities where the market may have undervalued the long-term potential of the business.
Your wealth management plan
Wealth management is more than just managing investments. We help you evaluate your current situation, identify your goals, and develop a strategic plan to guide you through future financial decisions.
Step 1
Establish Investment Relationship
- Initial interview to get to know you better, understand your needs and assess your current portfolio.
- Analysis and proposal
Step 2
Comprehensive Financial Projections
- Integration of your portfolio: financial projections, active investment management, insurance strategies, wealth optimization.
Step 3
Estate Planning and ongoing investment strategy
- Updating your plan on a regular basis
- Proactive investment management
- Support at every stage of your life
Our fees
Family-friendly pricing
Our fees are transparent and based on the total value of your family’s assets, creating fairness and scalability.
Aligned Interests
We are compensated for our advice, management, and strategy, not for selling products, ensuring that our interests remain aligned with yours.
Tax advantages
In many cases, advisory fees can be tax-deductible in non-registered accounts, helping to enhance your net returns.