A Trusted, Engaged Investment Partner for the Long-Term

An entrusted financial partner since 1986, we take stock
in relationships as well as investment performance to meet
the individual needs of our clients.

Independence and Objectivity

We are an independent Registered Investment Advisor, transparent in both our pricing and our execution. As a matter of principle and of policy, our only source of income is asset-based fees. This tenet offers us the freedom to make objective investment decisions executed in the best interest of our clients.

Vested Interest

In our fiduciary capacity as Invesment Advisor, we strive to offer stability over diverse economic scenarios. Our interests are directly aligned with the investment objectives of our clients. We are an employee-owned firm and as such are truly vested in the strength of our client relationships. Employee ownership ensures consistency, continuity and accountability.

Committed to Our Community

We are dedicated to connecting with our community and with our profession. Since our founding, we have taken great pride in working with both local and national charities, especially children's causes. We also actively participate in the financial services industry through memberships and board appointments. Being engaged and involved is central to our mission as a caring and committed firm.

> Meet Our Management Team

Our experienced team of investment advisors, portfolio managers and analysts offers a refined combination of expertise, integrity and commitment to develop customized portfolios that balance capital preservation, and growth tax considerations.