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

Why cash flow forecasting and succession planning matter
April 23, 2025As a business owner, effective cash flow management is crucial. From growth to legacy, read on to learn the important components of a well-balanced strategy.Read Now
Building tax-efficient equity exposure
April 21, 2025We expect equities to deliver positive performance in 2025 – although we could see some volatility along the way. Learn how you can enhance your after-tax returns.Read Now
Where will tariff rates settle? 3 scenarios explained
April 17, 2025Amid rapid policy changes, we’re refining our views on global economies and markets.Read Now
Debunking the top five sustainable investing myths
April 16, 2025Sustainable investing may help you achieve your financial goals while incorporating personal values. Despite its popularity, misconceptions still exist. Here’s the truth behind some of the most common sustainable investing myths.Read Now
When disaster strikes: How to give with intention and impact
April 16, 2025After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read Now
Building up: How we see infrastructure investment expanding
April 14, 2025We see a combination of surging demand and increasing public and private investment as potential positives for infrastructure assets.Read Now
5 thoughts on the market’s tariff tantrum
April 11, 2025The market cast a loud “no” vote on tariffs, but opportunities emerged. Here are some key takeaways rising from the turmoil.Read Now
U.S. adds 228K jobs in March amidst market volatility: How investors should read the numbers
April 7, 2025The March 2025 jobs report was stronger than expected, though the unemployment rate slightly ticked up. How might the Fed react and what does the data mean for investors?Read Now
Planning techniques in a volatile market
April 7, 2025Estate planning may not be at the top of your mind during times of market volatility. However, careful consideration of the opportunities presented during a market decline, especially when interest rates are low, may help reduce taxes as well as assist in fulfilling estate planning goals.Read Now
Why cash flow forecasting and succession planning matter
April 23, 2025As a business owner, effective cash flow management is crucial. From growth to legacy, read on to learn the important components of a well-balanced strategy.Read Now
Building tax-efficient equity exposure
April 21, 2025We expect equities to deliver positive performance in 2025 – although we could see some volatility along the way. Learn how you can enhance your after-tax returns.Read Now
Where will tariff rates settle? 3 scenarios explained
April 17, 2025Amid rapid policy changes, we’re refining our views on global economies and markets.Read Now
Debunking the top five sustainable investing myths
April 16, 2025Sustainable investing may help you achieve your financial goals while incorporating personal values. Despite its popularity, misconceptions still exist. Here’s the truth behind some of the most common sustainable investing myths.Read Now
When disaster strikes: How to give with intention and impact
April 16, 2025After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read Now
Building up: How we see infrastructure investment expanding
April 14, 2025We see a combination of surging demand and increasing public and private investment as potential positives for infrastructure assets.Read Now
5 thoughts on the market’s tariff tantrum
April 11, 2025The market cast a loud “no” vote on tariffs, but opportunities emerged. Here are some key takeaways rising from the turmoil.Read Now
U.S. adds 228K jobs in March amidst market volatility: How investors should read the numbers
April 7, 2025The March 2025 jobs report was stronger than expected, though the unemployment rate slightly ticked up. How might the Fed react and what does the data mean for investors?Read Now
Planning techniques in a volatile market
April 7, 2025Estate planning may not be at the top of your mind during times of market volatility. However, careful consideration of the opportunities presented during a market decline, especially when interest rates are low, may help reduce taxes as well as assist in fulfilling estate planning goals.Read Now