We Believe in The Power of Ideas.
In 2017, we celebrated 25 years. The thoughts and quotations below document our history, reaffirm the principles that define us, and celebrate the ideas that we will take with us as we move forward.
“I proved to myself that a firm in business could have a social mission and not only survive but prosper. If you regard profit as a byproduct and not the main focus, then performing your mission well will probably produce a profit. I believe that.”
-Dave’s Reflection on Starting The Firm, 1994
By utilizing a fixed investment policy, we remove the emotional reaction that market swings cause in many of us. We do this with two primary components – your allocation to bonds (Group I) and your allocation to stocks (Groups II-IV).