50 Years of Growth,
Stability and Service
Stewarding Family Wealth and Institutional Investments with Purpose and Expertise Since 1975
Awards and Rankings
Our commitment to exceptional client service and investment excellence has earned recognition from respected national, regional, and industry publications.
1975
More than five decades of experience helping clients pursue their goals since opening our doors.
$11.6B
Assets under management entrusted to us by families, foundations and institutions.
As of June 30, 2026
