As an employee-owned firm, we are founded on the principle that we align our interests with those of our clients.
We invest for our clients just like we invest for ourselves.

When we serve on a company’s board of directors, we waive any compensation associated with acting as a board member, including options and director fees.

Investing in individual private companies on a deal-by-deal basis is a cost-effective way of participating in private placements because it avoids the extra expenses of using a pooled vehicle or being charged a “carried interest” (typically 20% of profits).

Our Portfolio Managers meet with clients to review objectives, strategy and portfolios.