

- Our firm was founded on the principles of trust, transparency, collaboration and exceptional service.
- Our culture promotes teamwork, innovation, and successful client outcomes.
- Investment portfolios are managed in a disciplined manner designed to achieve strong risk-adjusted returns over time.
- Founded in 1970
- Assets under management as of June 30, 2020: $3.1 billion
- Total Firm Employees: 27
- Average Firm Tenure - 15 Years