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.”
“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.”