A New Chapter with First Manhattan!

August 1, 2025

Dear Visitors,

After more than four decades of managing investment portfolios and building trusted relationships, we are pleased to announce that we have joined First Manhattan, an independently owned and operated investment advisory firm with a 60-year history of research-driven investing and personalized client service.

This next step allows us to continue doing what we have always done—serving individuals, families, and institutions with care, discipline, and long-term perspective—now with the added support of First Manhattan’s independent research, wealth planning capabilities, and robust operational platform.

While our name is changing, our approach and commitment remain the same. You can expect continuity in your relationships with us and the same level of focus and integrity you have come to rely on.

If you would like to learn more or get in touch, we invite you to contact us. (Click here for Ed and here for Adele.)

We are excited for what lies ahead and deeply grateful for the trust you have placed in us over the years.