About Us

We are proud that as we have grown, the core principles of our business have not changed.

• We focus on our clients as individuals and have an established record of developing successful, long-term relationships. Many of our clients have been with us for more than 20 years.
• We value transparency as well as clear and direct communication. It is critical that clients are secure in the knowledge that their interests always come first.
• We offer our clients a range and depth of investing capabilities that exceed what one typically finds in a firm our size.
• We cultivate a personal setting that facilitates working closely with clients, advising on all aspects of their financial life.
• We invest in the same securities as our clients. Aligning our interests with those of our clients is fundamental to how we run our business.
• We will not accept sales fees or commissions of any kind, nor do we sell financial products. We are compensated only by the management fees paid to us by our clients.
• We are proud that most of our team members have been with us for 10+ years.  A hallmark of successful investment firms is the ability to attract and retain talent.
• We effectively leverage and make a significant ongoing investment in technology.