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In 1964, we established ourselves as an intentionally small group of professional investment managers with the purpose of developing and executing sound investment strategies tailored to the specific needs of each client. Over the years, the need for financial security has not changed. Some of the ways and means of attaining financial security, however, have. In the ever-changing and increasingly complex financial landscape, we use our cumulative knowledge and experience, along with advanced research techniques and technology, to continue helping our clients reach and maintain their financial goals. Today, we are still an intentionally small group of investment managers. Our success has been achieved by providing carefully developed and individualized investment management services to a diverse and growing list of clients.

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