About Us

Our mission is simple: personalized strategies grounded in deep research leading to long-term relationships with our clients.

Our experienced team - including four portfolio managers, a security analyst, trader and portfolio assistants - collaborates to create, analyze and maintain diversified portfolios.

More than just managing assets, our team is focused on delivering highly personalized service. Every client benefits from our collective insight, attention to detail and commitment to long-term success.

We take a flexible, research-driven approach to investing - never limiting ourselves to a single style. Our portfolios incorporate both growth and value strategies informed by market conditions and emerging opportunities.

We leverage proprietary research tools and advanced analytics to evaluate companies based on their fundamentals, GAAP financial statements and projected performance potential.

Your portfolio is thoughtfully tailored to support your current lifestyle, future aspirations and enduring legacy.

We Are:

We believe that bigger does not mean better.

We serve a limited number of clients so we can focus on delivering personalized, high-quality service to each one.

We believe that using a consistent process of valuation has proven successful over time.

Our analysis and assessment of stocks and bonds has been instrumental to the growth of our clients' portfolios.

Since 1999, our consistent process has helped clients navigate market volatility and achieve long-term success.

We believe in investing in individual stocks and bonds.

Our client portfolios are free of complex financial products pushed by outside distributors.

This transparency allows our clients to clearly and easily understand how we have put their money to work for them.