Financial Sustainability For the Long-Term Investor

For the better part of 30 years at my family office, I’ve had the honor of investing my clients’ wealth in what I consider to be the most prudent, sustainable, and effective manner. Now, I’m excited to share the time-tested and research-based equity strategies we’ve successfully built our business on with the greater investment community.

We are grateful for the trust our clients have placed in us. They expect us to manage their wealth with prudence, reliability, and care. We continue to make investments in the people, processes, and technology required of an institutional-quality asset manager. Our commitment is to provide world-class investment management and first-rate client service. Please explore our website. We will do everything in our abilities to not just meet your expectations but exceed them.