Discipline and independence define how we work with you.

  • PLAN COMPREHENSIVELY AND ACT DECISIVELY

    Understand businesses. Embrace business ownership. Analyze thoroughly. Focus on decision-making.

  • COMMUNICATE CLEARLY, ALWAYS

    Explain decisions when they are made; in plain language and to everyone in the family and business affected.

  • INVEST EFFECTIVELY

    Invest consistent with the goals and the plan. Take appropriate risks. Invest in good businesses. Maximize your life’s earnings.

  • MANAGE CASH FLOW

    Spend within our means. Invest to meet our needs. Save to meet our goals. Protect it. Grow it. Use it.

  • RESPECT

    Appreciate good people and treat them as your own family. Continually build trust.

  • PURSUE WISDOM

    Grow personally and professionally. Read. Experience. And share and educate openly.