Firm Overview

  • 100% employee-owned, independent investment management boutique
  • Approximately $5.4 billion in assets managed for institutions, private clients and their advisors*
  • Founded 1980
  • High level of client retention from sound investment results, low risk, and superior client service
  • Focus on quality, consistency, downside protection, and income across all investment strategies
  • Consistently applied investment approach since the firm’s inception
  • Organization with substantial resources in research and analysis, portfolio management, and client service
  • Multiple generations in place to run the firm on its founding principles
*As of June 30, 2017