Our Firm

OVERVIEW         OUR EDGE          OUR TEAM         MARKET COMMENTARY

Our team is our competitive advantage. Our overarching belief is that teamwork outperforms individual work. We believe an engaging work environment that is exciting, challenging, positive, and rewarding stimulates teamwork and success.
  • Our entire staff shares the vision of exceeding clients’ expectations.
  • We are responsive, passionate and dedicated to meeting the unique needs of our clients.
  • We have managed assets through a wide array of economic, political, and investment cycles.
  • Our team thrives when presented with complex situations that require sophisticated solutions.
  • Our staff is long tenured, providing our clients with familiarity and investment continuity.

INVESTMENT TEAM
CLIENT SERVICE TEAM