Who We Are
We are a privately held independent investment advisory firm that works with individuals, families and institutions to provide customized solutions to meet your goals. We currently manage over $1 billion in assets for our clients. We hold ourselves accountable for your success.
We have unparalleled experience in providing solutions that protect your assets and secure your future.
- We have been in business for more than 30 years
- Our team has over 200 years of collective, diverse experience
- We manage portfolios for more than 300 distinct clients
Ethics and integrity are woven throughout everything that we do—for you and our community.
- We invest our own assets in our Profit Sharing Plan in the same securities we own for clients
- We provide objective, enduring solutions
- We hold non-profit memberships and board positions, and volunteer within our communities
At least one partner works closely with each client, providing you ongoing access and continuity of service at all times.
- We provide access to all team members including those involved in making investment recommendations
- We provide access to client reports 24/7
- We assign dedicated portfolio administrators to every account
Even as the financial landscape changes and evolves, we have followed the same proven investment process since our inception.
- We are continually monitoring economic trends
- We adjust strategies as necessary for sustainability
- We conduct thorough research and analysis before making any decisions
We are committed to your success, and we strive to achieve this by focusing specifically on your financial goals and a realistic plan to meet them.
- We are directly accountable for the investment results for every client
- We continuously monitor and adjust investment strategies as your goals and risk tolerance change over time
- We keep our client-to-advisor ratio low, so that we can provide you the attention that you deserve
OUR HISTORY »