Investment management. Portfolio management. Wealth management.
"Guiding generations of families with clarity and confidence."
About us
We bring a combined four decades of financial services experience to serve high-net-worth families as they plan for their wealth goals and solidify their legacies. Our partnership blends innovative thinking with years of seasoned experience to empower every member of the families we work with. Clients benefit from this multigenerational synergy, which is grounded in the belief that the continuity of guidance is the key to successful wealth management.
Our proprietary strategy
The central thesis of each individualized wealth plan we design is based on our proprietary value investment strategy, which we adjust to account for each client's goals and risk tolerances. We know the energy and effort it has taken to accumulate your assets, and we take the stewardship of your wealth very seriously. Our focus is on investing for the long term, using high-quality investment vehicles. We build good, solid portfolios with great companies positioned to provide stability through the ever-variable financial landscape.
It's all about service
We believe it is our responsibility to provide our clients with the following services:
- Gather information and assess the specific needs and objectives of each client.
- Develop a plan which will identify goals and present a well-defined course of action which is specific to each client.
- Structure and implement an investment portfolio that is consistent with the personal needs of the client.
- Monitor investment results and modify the investment portfolio as market conditions indicate.
- Initiate contact with the client on a regular basis, report progress and discuss important developments.
- Deliver outstanding client service and administrative support.
A focus on the fundamentals
We follow and implement time-tested fundamental investment principles which have proven to systematically reduce risk and increase the probability of long-term financial success. These fundamentals include:
- Asset allocation
- Diversification
- Quality
- Dividends
- Rebalancing
- Tax efficiency
- Low internal expenses
- Hedging strategies
- Maintaining the ability to adjust quickly
Our mission
We work to significantly enhance the financial condition of each and every client. It is our sincere desire to help clients reach their monetary goals and ambitions, provide sufficient and steady retirement income, increase and protect their financial assets, and enhance the longterm quality of their life in a real and personal way.
Meet Our Team
Insights

Insight 1: Build and sustain a “great” extended family
July 30, 2025Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read Now
Defying the tariff drag: 3 reasons markets are moving forward
July 25, 2025The risks are real, but so is resilience. Here’s why fears about trade and policy setbacks are fading.Read Now
Capitalizing on the tax-deferral advantage of a variable annuity
July 24, 2025A variable annuity is a tax-deferred retirement product that accumulates funds or distributes income based on the performance of the underlying investment options chosen by the contract owner. Read why this can be especially beneficial for individuals in a high tax bracket.Read Now
How to use life insurance as a financial asset
July 23, 2025Yes, life insurance can offer a benefit to loved ones when you pass, but it can also be a financial asset during your life. Learn how it works.Read Now
Insight 2: Foundation of values to define culture and focus
July 22, 2025A core mission and set of values are important guides for a generative family, but keep in mind that they are dynamic and should be revisited and adapted with each new generation.Read Now
How much of your portfolio should be in non-U.S. stocks?
July 22, 2025Explore why it may be beneficial to consider adding non‑U.S. equities by examining valuation shifts, volatility patterns and long‑term return potential.Read Now
Creating meaning in the send-off: A guide for families with college-bound children
July 22, 2025As you and your child prepare for this important next chapter, consider crafting a meaningful, celebratory send-off ritual that reflects your family’s values and hopes for the future.Read Now
Insight 4: Initiate interdependent “pillars” separating family and business governance
July 22, 2025Establishing defined groups to organize family activities and learning can be just as valuable as business governance.Read Now
Insight 3: The culture shift from paternalism to partnership
July 22, 2025Developing a new, collaborative culture as leadership shifts from founder to successor is a key attribute of successful generative families.Read Now
Insight 1: Build and sustain a “great” extended family
July 30, 2025Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read Now
Defying the tariff drag: 3 reasons markets are moving forward
July 25, 2025The risks are real, but so is resilience. Here’s why fears about trade and policy setbacks are fading.Read Now
Capitalizing on the tax-deferral advantage of a variable annuity
July 24, 2025A variable annuity is a tax-deferred retirement product that accumulates funds or distributes income based on the performance of the underlying investment options chosen by the contract owner. Read why this can be especially beneficial for individuals in a high tax bracket.Read Now
How to use life insurance as a financial asset
July 23, 2025Yes, life insurance can offer a benefit to loved ones when you pass, but it can also be a financial asset during your life. Learn how it works.Read Now
Insight 2: Foundation of values to define culture and focus
July 22, 2025A core mission and set of values are important guides for a generative family, but keep in mind that they are dynamic and should be revisited and adapted with each new generation.Read Now
How much of your portfolio should be in non-U.S. stocks?
July 22, 2025Explore why it may be beneficial to consider adding non‑U.S. equities by examining valuation shifts, volatility patterns and long‑term return potential.Read Now
Creating meaning in the send-off: A guide for families with college-bound children
July 22, 2025As you and your child prepare for this important next chapter, consider crafting a meaningful, celebratory send-off ritual that reflects your family’s values and hopes for the future.Read Now
Insight 4: Initiate interdependent “pillars” separating family and business governance
July 22, 2025Establishing defined groups to organize family activities and learning can be just as valuable as business governance.Read Now
Insight 3: The culture shift from paternalism to partnership
July 22, 2025Developing a new, collaborative culture as leadership shifts from founder to successor is a key attribute of successful generative families.Read Now