Summer 2019 Client Letter

**Earth Shattering June Rally**            Trade concerns fade as investors focus on the steady economy.   We are pleased to report that accounts hit all-time highs with one of the best June’s in generations.  As we explained in the last letter, “this year’s...

A Focus on Social Choice Investing

In today’s trendless market, it’s even more important to own individual companies that have real growth and social value. Social choice is a critical factor for our clients and part of our investing strategy. Many of our clients find that it’s important to...