Why Us

• We have a 50-year track record of building long-term wealth for clients.
• We have deep expertise in both investment advisory services and asset management strategies.
• We are an investment team with 100+ years of cumulative experience working across asset classes and through investment cycles.

• We employ a clearly defined investment philosophy and a disciplined research and portfolio construction process.
• We build portfolios that adhere reliably to investment strategy objectives.
• We are execution-oriented and hold ourselves accountable.

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• We provide comprehensive and personalized client service.
• We’ve built a leading-edge, flexible, redundant, and secure technology infrastructure.
• We believe in careful, transparent, and frequent scorekeeping and close collaboration with trusted advisors.

• We have a client-first culture.
• We’ve built a strong team characterized by depth of experience, diversity of perspective, and low employee turnover.
• We have a flat organizational structure which facilitates efficient decision making and speeds responsiveness.
• We’re 100% internally owned by senior management.
• We invest alongside our clients in our own strategies.