While our client
relationships begin with money management, our clients often rely on us for guidance in:

  • Personal financial planning
  • Trusts
  • Retirement funding
  • Education funding
  • Cash flow analysis
  • Estate planning
  • What We Do

    Our professionals work with individuals, trusts, foundations, institutions and retirement accounts. We customize investment portfolios to reflect the unique objectives and risk tolerance of our clients, based on an initial — and continuing — dialogue that guides us in the management of assets. With individual clients, we take the time to understand your needs as circumstances change. For institutional clients, we collaborate with boards and committees to achieve the dual missions of securing current needs and ensuring future security.

    The cornerstone of the firm's investment process is research: fundamental, quantitative and technical. We use a vast array of electronic resources to supplement our robust in-house expertise. Our research process is reinforced by access to sophisticated industry analysis. We have found that successful asset management results from our collective personal experience gathered over numerous market cycles, in-depth analysis of the current markets, and a thorough understanding of the financial needs of our clients.