Our Standards
Time & Attention
Your experience with us is different from the start. You never get an automated system during regular business hours; we answer your calls and questions personally and promptly. You speak to your own portfolio manager and work with the same professionals who oversee the day-to-day management of your accounts and assets, always remaining ready to meet to discuss your investment strategy and review your investment objectives.
Expertise
Our portfolio managers come from varied careers in the disciplines of banking, business and brokerage. They offer our clients a seasoned perspective and distinctive approach. Although our conversation may begin with your portfolio, we listen and learn about your goals, your challenges and your needs.
Performance
We have demonstrated our ability to guide our clients through all types of market cycles and levels of volatility. With over 25 years in business, our assets under management have increased from $60 million in 1994 to over $1.5 billion today.