Why Us?

We strive to have that intestinal fortitude (John Templeton’s #1 trait) which can withstand the greatest pressure to conform. This is not just contrary hardheadedness. It is grounded in a simple observation that things will change dramatically toward our position.

We constantly research emerging value and work one to one with investors who want to take a different way.

Our experience using our strategy to sail through market turmoil goes back to 1976. We are the tortoise!

We think value constantly changes but not all will become profitable. So you need a pro to help you sift through opportunities even if you have the right attitude.

We work to help investors identify their behavioral biases and change them so they can stand on their own.

Our advice model works for independent investors and those who prefer intensive management of their portfolio.