Who We Are

We are a Registered Investment Advisor with the goal of Building and Preserving the Wealth of Individual and Institutional Investors.

We manage over $1 billion in investment portfolios and we serve as a consultant for over $1 billion in investment assets.

Experience

We have been advising clients for over 20 years as an investment management firm with experienced investment professionals who collectively have well over 100 years of experience.

Discipline and Imagination

As investment and wealth management professionals, we are dedicated to helping investors to define goals, formalize the goals in Investment Policy Statements, and meet their goals through solid and sensible investment management and wealth management. Although we are disciplined in our approach, this does not prevent us from being imaginative. Disciplined and imaginative are two important defining characteristics of who we are.

» Click here to learn more about how we got to where we are.