For Individual Investors…

What makes us different and unique?

We are five portfolio managers who have individually managed or overseen hundreds of millions to billions of dollars each.

Our combined insights, risk management skills and records of success produce an unusual blend of competence in asset allocation, growth of principal, and capital preservation strategies.

Clients talk directly to the principals managing their money, rather than to a sales representative – as is so often the case in the investment management world.

We assist not only in investing – but also in financial planning, tax efficiency, and overall financial well-being. Contact us to learn more.