Colorado Springs, CO  (719) 473-6925   |  Princeton, NJ  (609) 454-3587

Each of our portfolio managers has more than 25 years of investment experience, and we know the importance of adopting a successful, time-honored approach to ensure that our clients achieve their investment goals.

Since our founding in 1971, we’ve consistently delivered solid long-term investment performance and remain committed to growth as the cornerstone of our investment philosophy.

 
  • “Successful investing requires both discipline and patience, and they’re both a part of my mentality and investment approach. Years of experience and a long-term view help me think objectively for my clients and make sound financial decisions.”
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  • “I get a lot of satisfaction in seeing our clients succeed, and I’m proud of the fact that we’ve added value for them by sticking to a proven process that has worked very well over the long term.”
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  • “Being responsive is important to me. If someone reaches out to me with an issue or a question, I respond right away. I want my clients to trust me and know that I care about their concerns.”
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  • “It’s important for me to treat everyone I work with fairly and equally. Regardless of the size of their account, clients deserve service that’s highly personal, and I think it’s essential to give each of them that individualized attention.”
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