Noted for integrity, intelligence, and independence, we invest our clients’ money as we invest our own — prudently, and for the long-term. Expert in navigating the complexities of wealth, we offer custom investment strategies to suit each client’s particular goals.
Consistently following a value discipline and investing for the long term, our tested approach to managing assets centers on preserving capital and generating steady growth — for generations.
Our experienced investment team works directly with clients to complement their investment staff or serve as an outsourced chief investment officer. As a manager of managers, we craft diversified portfolios from an array of select managers across a range of strategies and investment vehicles.
We utilize informed asset allocation, innovative risk management, and disciplined manager selection to create portfolios that meet our clients’ unique risk and return requirements.