Market Instinct

Our goals are helping you select well-reasoned investment opportunities and growing your business. To do this, our team is more than happy to share our thoughts. Please read, share and enjoy!
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It was also a good year for our firm. Assets under management grew modestly to about $6 billion. We strengthened our client service and trading/portfolio administration teams and launched the Core Plus Income Fund managed by Tom Carney and Nolan Anderson. Our investment team of nine analysts and portfolio managers had a productive year of visiting companies and uncovering some interesting new investment ideas. We generally add to our investment team every two or three years when we find the right person, and we expect to do so again in 2015. (In fact, see the Careers page for the full job description).

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All investments are subject to risk, including the possible loss of the money you invest. Past performance does not guarantee future results. There is no guarantee that any particular asset allocation, or mix of funds, or any particular mutual fund, will meet your investment objectives or provide you with a given level of income.

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