We work with individuals and families who:

  • Have $100,000 or more in their portfolio
  • Are five or less years from retirement
  • Are comfortable delegating the management of their portfolio to a qualified professional
  • Seek ongoing help

We are not an ideal match for those who:

  • Have not yet accumulated $100,000
  • Are more than ten years from retirement
  • Are looking to carry out the work themselves
  • Seek one-time or project-based advice

Investors with smaller amounts to invest are also important to us.  For those folks, we are the investment advisor to a  mutual fund.

Individuals

We have a long history of working with our clients and their trusted advisors to deliver outstanding, long-term investment performance and the highest level of service, while always placing your best interests ahead of our own.

Institutional Investors

We work with institutional investors of all sizes. We are able to work directly with you or with any consultants that you have appointed.

Our client list has included:

  • Taft – Hartley Plans
  • Endowments
  • Defined Benefit Plans
  • 401-K Plans
  • Insurance Companies

Financial Advisors

We deliver separately managed account (SMA) services to financial advisors and their clients. In addition, we offer an in-house mutual fund as an investment option for clients with less than $100,000 in their portfolio.