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We believe that our commitments to transparency, personalized client attention and service, deep investing expertise, and excellence in research position us to deliver meaningful value for you.

We work together with you, offering the experience, strategic thinking, and focus you need to achieve specific, long-term goals and to leave a material legacy for generations to come.

Take tomorrow further.

Defined by
the value we
add for you


Experience personalized attention and service


Rigorous, independent research forms the foundation of our investment decision-making process.


Our core strength is investing over the long term. We have diligently managed clients’ assets through six decades of rising and falling markets and shifting economic conditions.

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Separately Managed Portfolios

You are at the center of the investment process. Our long-term investment approach has been time-tested over multiple decades and has delivered value-added results.

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Wealth Planning

We can partner with you to develop a 360-degree view of your financial picture and goals, and assist you with a wide variety of wealth planning matters.

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The right partnership can begin today.

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