Since our inception in 1990, we have controlled our growth favoring high-quality relationships over quantity.

We currently have approximately 140 client relationships in 14 states and 3 countries.

Our client-to-professional ratio is likely the lowest you will find in the industry for a Firm of our size and capability.

We have tenured, experienced employees with long client-memory.

An Owner (Principal) of the Firm takes the lead for every client relationship ensuring continuity and accountability for the life of the relationship.

We make investment decisions, monitor progress toward goals and objectives, make changes as needed, and communicate to the client at every step along the way.