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
Why the worst may be behind us
The world economy may be the rockiest it’s been since the financial crisis, but there are a growing number of reasons to think it will prove short-lived. Easy money – Since the Fed tightened rates [...]
2018 Market Review and Moving Forward in 2019
The fourth quarter battered the U.S. equity markets. Market sentiment turned negative and investors became fearful that a recession was on the horizon because: 1) the Federal Reserve was going to continue raising rates for [...]