Institutions

We employ an investment philosophy that emphasizes portfolio management that is personalized to your needs, using actively-managed portfolios composed predominantly of individual stocks and bonds. We believe that sound advice doesn’t come from a single conversation. This is why we take the time to learn what’s most important to your organization before we provide feedback. Our process includes pairing you with advisors we know you’ll connect with, learning about you as a unique entity and developing a deep understanding of your long-term vision. A personalized approach helps assure that holdings in your portfolio are in accordance with your particular investment goals and risk tolerance. We primarily use individual securities to avoid the layering of fees and the lack of personalization that are associated with mutual funds and the generic model portfolios used by many financial advisory firms.

We believe the customized service we provide each client sets us apart and allows us to meet each entity’s unique requirements. We focus on your investments, so you can focus on your organization’s goal.