We work hard every day to make a difference for you, by helping you better understand your financial circumstances and clearly articulate your financial goals. We carefully oversee your wealth using time-tested principles of investing. Our business survives and thrives only if our actions match our words, and if we earn your trust every day. Our pledge is to be honest, proactive, accessible and pleasant in our dealings with you, and to be rigorous, prudent and careful with the wealth you entrust to us. Your success and satisfaction with our services drives our success as a firm.
We serve the investment needs of families, individuals, foundations, and endowments, as well as business-owners seeking advice with their pension and profit-sharing plans. Our clients receive institutional-grade investment management and comprehensive advice with respect to their financial futures. The firm also serves as the manager of separate accounts for other independent financial advisors and a no-load equity mutual fund.