We recently ranked accounts that we manage by size. This gives us perspective as to the distribution of assets in our firm.
What stood out was how much wealth we have helped create. Many individuals were wealthy to start with, but the increases over the years have been astounding. We take a great deal of satisfaction in these results. It makes the day to day efforts worth it.
Most individuals expect too much in the short run, but underestimate what can be achieved over longer periods of time through diligent effort and discipline. We see many examples of just that among the clients we serve.
We look forward to the future with optimism and gratitude to our loyal clients that have journeyed with us. We never tire of the intellectual challenge of successful investing.
the Lonely Bull