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. Aside from retirements, we have not lost an investment professional in 28 years, which provides our 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, 2018)