Management Team

We are a team of experienced and highly credentialed investment, planning and service professionals. We are also fiduciaries who are bound to act in the best interests of clients and are always available for clients – a critical advantage given today’s volatile markets and unpredictable economy. Most importantly, we are proud to call ourselves “investment counsel” – a protected term under the Investment Advisers Act of 1940.

Our management team possesses more than 100 years of collective investment experience. Click on their names for individual profiles.

Partner, Chief Investment Officer, Portfolio Manager

Partner, Portfolio Manager

Partner, Chief Compliance Officer, Portfolio Manager

Partner, Strategy Lead, 
Portfolio Manager

Partner, Portfolio Manager

Strategy Lead,
Portfolio Manager

Our Mission: Partnering with our clients to grow and preserve their wealth through clear, sound, and trusted investment counsel.