Our Difference

There are plenty of boutique investment management firms. Here’s what makes us different.


You benefit from seasoned investment professionals who specialize in direct ownership in domestic and global equity and fixed income securities.

A True Partner

We directly invest your assets on your behalf, with our proprietary investment process.


Our proven performance track record has been time-tested through favorable and unfavorable markets.


We are a fiduciary, acting solely in the interest of our clients, and guided by the highest ethical and professional standards.


We implement customized investment strategies aligned with your individual goals – and designed to match your income and liquidity needs, tax status, risk tolerance, and life circumstances.


As independent managers, we have the flexibility to act on portfolio-centric decisions in a precise and timely manner.


As a boutique, we are able to provide you with direct access to the investment decision-makers to discuss ideas, concerns and life changes. We don’t rely on an intermediary to communicate with you.

Fee Only

We offer a strictly fee-based relationship, which translates into lower costs for you.


We are committed to a long-term enduring partnership with you, and respect the ultimate control you want over your assets.


We have extensive experience as investment committee members for profit and non-profit endowments.


Our access to cutting edge research, and rigorous analysis, allows us to provide timely perspectives on fundamental issues that impact you and/or your business.

Contact us to find out how we can make a difference in your financial future.

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