PHILOSOPHY

We aim to build lasting client relationships through integrity, honesty, confidentiality and respect. Nothing is more important to us than our clients and their money. We demonstrate this through implementation of risk reduction and capital preservation strategies and matching investment vehicles with clients’ investment objectives.

We may look at 100 different companies before we decide to get involved. Management must be committed by being the largest shareholder in their company and we must be convinced that they are fully devoted to making their company a success. The people are the most important component in a venture capital company.

Our loosers are rare. But we have had a couple. Typically due to extraneous variables like the crash in hightech stocks in March of 2000 for example.

At times, investment climates can change quickly, and in the interests of capital preservation, we may recommend that clients liquidate their positions at a loss so they have most of their capital left to invest in a new venture to make up their losses and eventually make a profit. Or often, if a stock we've recommended rises quickly in price, we may recommend taking a profit.

And by the nature of our business, venture capital stocks, we do not recommend high risk/high reward companies to people who need all their money to provide income or to support themselves in retirement.

Our reputation is our most valued asset. We are fully committed to our clients' financial success.