We are an experienced team of investment professionals who have demonstrated that intensive investment analysis can add value for clients. We are employee owned, client centric and service oriented. We create customized portfolios for individuals, families and institutions. Our 10 portfolio managers work with over 275 client relationships with combined assets of approximately $900,000,000.

As managers of equity, fixed-income and balanced portfolios, we tailor each client’s portfolio to specific goals for capital preservation, growth and tax-efficiency. Our equity style, Growth at a Reasonable Price (GARP), emphasizes both growth and valuation. Our taxable and tax-exempt fixed income styles stress capital preservation, quality and safety. Whether equity or fixed income-oriented, our investment process is research-intensive and disciplined.

Our 10 portfolio managers bring the dedication of employee owners, and the judgment that comes with more than 30 years average experience in portfolio management and research. Highly service oriented, we assign two portfolio managers to each account and pride ourselves on our attention to clients’ evolving financial needs.