Active investment management you can trust.
Investment Over
Speculation
We invest in companies with sustainable earnings, strong management and market position.
Outwardly
Client Focused
Strong relationships along with client goals/interest come first.
Independent
Fiduciary Views
We offer our clients clear vision in a volatile world.
We Specialize in Separately Managed Accounts
Transparency
We believe you should know what’s in your portfolio – and more importantly, why.
Customization
We believe the more flexibility and control you have to customize, the better.
Diversification
We believe you should have a diversified portfolio as it fits your situation.
Newest Blog Posts
The Power of Planning
Some of us are predisposed to plan. We plan meals, school schedules, weekend social activities, workouts and vacations to name just a few examples. Others are more spontaneous, taking life as it comes and reveling [...]
The Scam that won’t go away – Calls to obtain your Social Security Number
Last week one of our partners received the latest in a long line of scam phone calls to her personal phone. The caller said he was from the Social Security Administration (SSA) and was calling [...]