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For 46 years, we have collaborated with our clients on their investment decision making process as they pursue their long-term financial goals. Our investment solutions are backed by our own stringent research, and we view financial planning and wealth management as active and ongoing processes.

As an independently managed advisor and fiduciary, we are beholden to our clients alone for whom we manage and advise on more than $6 billion in assets. We are committed to keeping your goals, concerns and attitude about investing at the heart of your personalized investment plan, delivered with a excellent client service. 

Guided by value