Working to Principles

In our full advisory capacity, we communicate regularly and work with clients in the following ways:

  • You can expect communications at least once per quarter to briefly update you on the markets and your investments.
  • In addition to regular, structured quarterly communication, we pro-actively reach out to you any time we believe there is a material issue to communicate regarding the markets and/or your portfolio.
  • We are at your disposal for any questions or concerns regarding your investments. You can contact us 7 days a week and for our fixed fee clients, the clock is never ticking.

Every Client is Unique

We are equally comfortable working with clients who prefer to maintain the final decision-making for their own investments, as we are with those clients who delegate full investment discretion to us. In each and every case, we make it our business to ensure that you know what you own and why you own it. – Nick Shearman, Advisory


About IV Lions

Nelson’s column in London’s Trafalgar Square is guarded by four huge bronze lions cast from the metal of guns taken from old naval battleships. The Battle of Trafalgar represents triumph over adversity and the lions are symbolic of the financial guardianship we offer our clients.


Investing Quotes

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    • “Be fearful when others are greedy. Be greedy when others are fearful.”

      —Warren Buffett

    • “The individual investor should act consistently as an investor and not as a speculator.”

      —Benjamin Graham

    • “Know what you own, and know why you own it.”

      —Peter Lynch

    • “Sometimes your best investments are the ones you don’t make.”

      —Donald Trump

    • “It’s not whether you’re right or wrong that’s important, but how much money you make when you’re right and how much you lose when you’re wrong.”

      —George Soros

    • “My favorite holding period is forever.”

      —Warren Buffett

    • “The essence of investment management is the management of risks, not the management of returns.”

      —Benjamin Graham

    • “You make most of your money in a bear market, you just don’t realize it at the time.”

      —Shelby Davis

    • “We have two classes of forecasters: Those who don’t know and those who don’t know they don’t know.”

      —John Kenneth Galbraith

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