We are a Registered Investment Advisor with the goal of building and preserving the wealth of individual and institutional investors.
As investment and wealth management professionals, we are dedicated to helping investors meet their financial goals. We believe in a straightforward, easily understood investment philosophy balancing the opportunity for strong returns with the reduction of risk. We seek to provide consistent returns rather than to “knock the cover off the ball.” Our process focuses on understanding the message of the financial markets on the one hand and important economic and monetary indicators on the other, guiding us to allocate client portfolios proactively. As students of financial and economic history, we know that the stock market and its sectors and the fixed-income markets and their parts perform in very specific ways at the beginning, the middle, and the end of a business cycle. We strive to make this knowledge available and accessible to our clients and base our own investing decisions on it.
Experience: A Billion Dollars Small
With almost $1.5 billion in assets that we manage, and over $1.0 billion in assets that we consult on, it may sound like we are a large firm—but in the world of Registered Investment Advisors, that’s not large. In fact, we consider ourselves pretty small, and we like it that way.
Qualifications: 100 Years at Your Service
We have been in business together serving clients for decades. Our investment professionals have more than 100 years of collective experience.