Our Advantage

Firm professionals are Chartered Financial Analysts with MBA degrees.

Staff has managed endowments, pension plans, hedge funds, and private accounts.

Firm professionals have over 30 years of investment experience.

Combine the best features of private account, endowment, and pension fund management.

Utilize diverse securities types and asset classes to build superior portfolio structure.

Enhance returns by generating income from a wide array of uncorrelated sources.

Employee owned, unaffiliated firm utilizing an open architecture on a fee-only basis.

Client trust earned with direct personal service from principals of the firm.

Excel at every aspect of a rigorous investment process consistently applied.