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About

Our Investment Philosophy

Keeping it simple.

Jacob Sansom, Vice President

Some asset management companies try to overwhelm clients with lots of different investments. The attempt is to create diversification within the account, but too many investment funds in one account actually creates more complexity and less understanding of overall account risk.

Our investment philosophy is built on keeping it simple. We use investment funds that give our clients the diversification they seek, while not overcomplicating the structure, which gives us the ability to best manage our clients’ objective.

Keeping it simple.

Jacob Sansom, Vice President

Some asset management companies try to overwhelm clients with lots of different investments. The attempt is to create diversification within the account, but too many investment funds in one account actually creates more complexity and less understanding of overall account risk.

Our investment philosophy is built on keeping it simple. We use investment funds that give our clients the diversification they seek, while not overcomplicating the structure, which gives us the ability to best manage our clients’ objective.

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