Investment management services for individuals, trusts, and retirement plans. We are value oriented investors, with an excellent long-term record. Suitable for clients with investment time horizons of five years or longer. Portfolios consist of a mix of individual stocks and value oriented mutual funds with superior performance records. Companies in which we invest are chosen for the abilities of their management, their financial strength, and share prices that are below the underlying business value of the companies. Ethical management and social responsibility are also considered in the selection of investments. See the company website for further information.