It’s more than just experience–more than just fundamental knowledge.
Understanding is trusting proven strategies, but not accepting conventional wisdom as a foregone conclusion. It’s maintaining a healthy level of skepticism, but also an open mind. Understanding is a distinct perspective on your clients’ unique financial and operational needs. And it’s the insight to translate those needs into goals—and those goals into reality. For us, understanding is more than just an admirable quality. Understanding is capital.
Quarterly Letter Insight