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In progress.

Families of multiple generations with a range of financial and investment objectives

Retirees balancing a need for income preservation and growth

Professionals in their prime working years who are saving for major capital expenditures, education expenses, and/or retirement

Relationships

We build meaningful relationships with our clients and gain a deep understanding of their needs so we can best protect and grow their assets.

Research

Intensive, in-depth research is at the heart of our firm, and lays the foundation for every investment decision we make.

Stability

We’ve managed clients’ assets through 50+ years of political changes, rising and falling markets, and shifting economic conditions.

Equity portfolios

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Fixed income portfolios

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The right partnership can start today.
Contact us to discuss your investing goals.

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Separately Managed Portfolios

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Our strategies are aligned with each client’s specific objectives.

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