We Believe Teamwork Leads to Better Ideas and Results
Our experienced portfolio managers and support staff work together with the goal to provide excellent investment advice along with personalized service. Our investment culture encourages collaboration across the broad spectrum of disciplines.
Portfolio managers have significant training and experience in finance and investment management, and several team members have earned the designation of Chartered Financial Analyst (CFA) or Certified Financial Planner (CFP).
We feel we provide the breadth of knowledge of a larger firm, but are small enough to develop meaningful relationships with our clients and their families.
Meet the Team
Our Portfolio Administrators work with our clients in a friendly and respectful manner to simplify the complex day-to-day record keeping, reporting and cashiering involved in managing and utilizing one’s wealth.