ABOUT US
We are an independent investment advisory firm dedicated to providing personalized investment strategies for private clients, foundations, endowments, and pension plans. We focus on delivering balanced, equity, and fixed income strategies with an exceptional level of service, tailored to help each client achieve their unique goals.

30+
Years of Experience
$150+
Million in Managed Assets
5
Client Service Types
Who We Are
We specialize in creating customized investment portfolios that span across the full market capitalization spectrum and incorporate diverse investment styles, such as growth, GARP, and value. Our strategy is built on a combination of top-down macroeconomic insights and bottom-up valuation analysis, ensuring that we identify the most promising investment opportunities.
As a fully independent firm, we avoid the conflicts of interest that can arise at many other institutions. We do not sell related-party products or rely on solicitors, allowing us to offer greater access to portfolio managers and more personalized service than larger firms. Our clients benefit from our unwavering commitment to their best interests, providing transparency and trust.
Interested in learning more about how we can help you achieve your financial goals?
Why Us
Experience You Can Trust
With over 130 years of combined experience, our team brings unparalleled expertise to managing diverse portfolios. We’ve seen market cycles, navigated shifting landscapes, and consistently delivered tailored investment strategies that drive results.
Independent & Conflict-Free
We prioritize our clients' interests above all else. As a fully independent advisory firm, we have no conflicts of interest, related-party products, or outside solicitations, ensuring that our advice is always aligned with your financial goals.
Tailored Investment Strategies
Our investment approach is as unique as our clients. We craft personalized strategies based on a comprehensive analysis of market conditions, industry trends, and individual client objectives. Whether you're focused on growth, value, or a balanced approach, we have the flexibility and expertise to tailor a plan that fits your needs.
Comprehensive Client Support
We offer more than just investment management—we provide a full spectrum of administrative support and customer service. With direct access to our portfolio managers, our clients benefit from a more responsive and transparent experience.
Proven Track Record
Our dedicated team has a long history of success in managing portfolios for private clients, foundations, endowments, and pension plans. Our strategic approach to market analysis, combined with a disciplined investment process, allows us to identify opportunities and minimize risks for our clients.