what clients value
When clients are asked what informed their decision to hire us,
they often cite the following:
Founded in 1975, we are an independent, privately-held investment firm and are in our fourth internal transition of management. The average tenure of our investment professionals is nearly 15 years, which provides clients with continuity and a deep understanding of their needs.
When clients select our firm, they hire a team, not an individual. Clients benefit from direct access to the decision makers for the investments in each portfolio as well as a service associate who address any day-today needs or inquiries. Our team works closely with other professionals serving our clients to make proactive decisions and address issues that arise regarding investments and planning.
We provide in-depth quarterly reports and analysis that give a more accurate and transparent view of past performance than by using a manager-of-funds approach.
By creating a majority of our investment strategies in-house by our team of analysts, we eliminate a layer of fees that typically exist when portfolios are managed predominately with funds.
by the numbers
Assets under management:
NUMBER OF CLIENTS:
(As of January 1, 2019)