Investment Professionals

Our investment culture encourages collaboration accross the broad spectrum of disciplines. We believe teamwork leads to better ideas and results. Each portfolio manager possesses over 20 years of experience, and several team members have earned the designation of Chartered Financial Analyst (CFA), Certified Financial Planner (CFP) or are holders of a Certified Public Accountant (CPA) certificate. Our independence allows complete objectivity and a focus that is aligned with the interest of our clients. As such, we strive to keep trading and other costs as low as possible. The long-term success of our firm is directly tied to the growth of our clients’ assets.

To learn more about our portfolio managers, click the images below: