Experience. Dedication. Passion.

WEALTH MANAGEMENT AND INVESTMENT SERVICES

We believe that long-term investment success can best be achieved by avoiding the infrequent but dramatic declines in the financial markets.

Investment Philosophy

  • Conservative approach; focus on risk, reduced volatility
  • Fundamental analysis within macroeconomic context
  • Active management of individual securities

Investment Strategy

  • Disciplined asset allocation process
  • Balanced approach – representation in both stocks and bonds
  • Focus on income generation, income growth, and tax efficiency

Portfolio Management

  • Tailored separate accounts based on risk tolerance, income needs, and age for individuals
  • Greater Control and Liquidity With Holdings
  • Commitment to transparency and the fiduciary standard, prioritizing clients’ best interests

Focus on Service

  • Personal attention and access to firm leadership and portfolio managers
  • Periodic communication including face-to-face meetings
  • Forge long-term client relationships