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
For Whom is Your Advisor Working?
When it comes to financial advice, it isn’t always clear how, or how much, you pay for services received, a key input to assess motivation. Lack of clarity leads to lack of trust, one of [...]
Domestic Violence Reports Are Increasing
The quarantines for Kansas City were sure to have effects beyond the economic impact of lost jobs and foregone income. The social impact, while less easily estimable, would soon follow. One organization in Kansas City [...]
Applying ESG To Your Portfolio
For investors who want to promote the values around Environmental, Social and Governance (ESG) factors in their investments, there is no perfect solution. And it remains an open question whether the growth in ESG-centric decision-making [...]