Access to professional and expert investment advice
Why deal with us?
Knowledge and Expertise
We have provided professional money management for clients through a wide range of market conditions. This track record of experience continues to inform our prudent approach and long-term perspective.
Independent Thinking
Our clients prefer to deal with an independent local firm that is more entrepreneurial, and they recognize the added quality and knowledge that a specialized firm can offer.
Personalized Investing
We offer separately managed portfolios that allow for greater customization as securities are held directly in your name and not pooled with other clients. For example, we can harvest taxable gains when needed, and we can better tailor holdings to your personal needs and circumstances.
Strong Relationships
Investors who seek a portfolio manager to help make investment decisions on their behalf will enjoy our service. As we have a fiduciary duty to act in our client’s best interest, trust and professionalism are our core values.
What makes us different?
We are active portfolio managers who focus on achieving absolute rates of return instead of relative returns to a stock market index. This approach helps us provide consistent risk-adjusted returns for our clients.
You will have a direct relationship with the portfolio managers, the primary investment decision-makers who will keep you up-to-date and informed.
Unlike many national asset managers, the interests of our clients and the managing partners are better aligned. As an independent firm, we invest our money in the portfolios we manage and provide private capital.
Our size allows us to stay nimble, quickly take advantage of opportunities as they arise, and provide a very attentive and responsive client service level.
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