Excellence in investment and administrative services is our hallmark. The management of equity and bond portfolios is the mainstay of our business, but our services go well beyond. We offer a full roster of trust services, estate planning and settlement, and family/business office services.

We offer personalized portfolios tailored to individual client objectives. Our policy is to provide service at whatever level is desired by the customer. Our priority is to devote whatever time and resources are required to maintain timely and open communications — the essential ingredient to a long lasting and fruitful relationship.

NOT part of a big impersonal bank or brokerage firm.
When you contact us you talk directly to your portfolio manager or our highly capable and experienced administrative staff familiar with your individual needs. 

Every customer is important to us.
No matter how large or small.  We work with accounts of $250,000 to $25,000,000 or more.

We work as a team for you.
Our dedicated team includes seasoned equity and fixed income specialists along with senior management continuously involved.  Whether your goal is consistent investment performance, tax avoidance strategies, or protecting assets for loved ones, our experienced investment professionals listen . . . and help. 

We believe strongly in demonstrating a commitment to open, honest, and ethical practices. This is why we voluntarily go beyond legal reporting requirements and claim compliance with the Global Investment Performance Standards (GIPS^®)