Flexible Solutions. Solid Results.
The highest level of personal service.
Our experienced and proven portfolio managers provide full-service, fee-based investment advisory services for individuals, trusts and estates, charitable organizations, endowments and foundations. Our priority is to provide the highest level of service while meeting the unique objectives of each client.
Consistent and Competitive.
Rely on expertise based on our significant investment in time, intellect, education and technology. This helps us assure you of our ability to navigate the constantly changing investment environment and to maintain consistent and competitive results.
The true measure of a successful investment experience will be the strength of our relationship across market cycles—and how well we meet or exceed your personal needs and expectations.
Our team includes seven experienced portfolio managers with more than 120 years of combined investment experience in a variety of market climates. Five of our managers hold the Chartered Financial Analyst (CFA) designation – the gold standard credential for money management. Our team of investment professionals also includes: a fixed income trading specialist; a portfolio management specialist; and a support staff of ten—all highly experienced in securities and operations.
Our proven investment management solutions include proprietary strategies, alternative investments, fixed income, equities and multi-manager (open architecture) opportunities to optimize your wealth.
Review and Outlook Newsletter
Wealth Management Team of Advisors
NOT FDIC INSURED • NOT A DEPOSIT
NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
NOT BANK GUARANTEED • MAY LOSE VALUE
Your wealth will be in good company.
We currently manage over $1.6 billion in assets.
Local Decision Makers.
We make all investment decisions locally. This allows our team to manage your portfolio with greater flexibility and effectiveness.
Your designated personal Portfolio Manager will monitor your investments, meet with you, and assure that your investment plan is designed to reflect all important factors such as: Goals and objectives; Risk tolerance (including priorities and timing); Assets and liabilities; Personal, family and business circumstances; Income and estate tax ramifications.