OUR FOCUS
IS PROTECTING THE ASSETS YOU CHERISH MOST

OUR VISION

To create a highly respected investment management team dedicated to serving our clients’ best interests and known for its independence, integrity and innovation.

OUR CORE VALUES

INDEPENDENCE

Our mission is to preserve and enhance our clients’ wealth by providing truly independent and objective investment advice and the highest level of client service.

INTEGRITY

We act with integrity, competence, dignity, and in an ethical manner; exercise prudent judgment; and take special care to maintain independence and objectivity.  We strive to place the interests of clients above our own personal interests.

INNOVATION

Our passion for investments, transparency, and the pursuit of excellence is pervasive and unrelenting. We look constantly for ways to enhance our clients’ experience by improving our people, processes, and performance.

HOW CAN WE HELP YOU?

INDIVIDUALS & FAMILIES

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ASSOCIATIONS & NON-PROFITS

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OUR COMMITMENTS TO YOU

Independent Advice

As fiduciaries, we strive to place the integrity of the investment profession and the interests of clients above our own personal interests.

Investment Professionalism

We strive to maintain and improve our professional competence of investment analysis and portfolio management.

Client Services

 We strive to provide our clients with the highest level of client service.  We provide in-person portfolio reviews, clear explanations of investment actions, and prompt follow up.

Are you looking for a trusted investment adviser committed to serving your best interests?
Contact us today, and we will work together to preserve and enhance your wealth.
Contact Us