We are investment professionals, not brokers.

We Serve. Others Sell.

We keep clients close and assets closer.

Value the Good Things.

Our lives, families and loved ones are the greatest assets of all.

Think Forward.

We think ahead and anticipate instead of merely react.

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We’re a culture of growth. We grow assets. We grow relationships that last for generations.

Our Expertise

Each member of our staff averages more than 20 years of experience within our walls. In other words, we don’t sell products. We secure results. Watch the video to learn more.

How We Work

The first step: learn about you. Learn your exact needs, future plans, dreams and goals. Only then do we apply a powerful investment strategy tailored to you.


Our expert investment philosophy is guided by three mighty words that all begin with P. It’s a finely tuned recipe many decades in the making. Our investors explain.

Our People

It’s simple: Our people care about people. We know the market. We know the name of your kids. After all, just because we gather top investment minds doesn’t mean it should get to our heads.

We Invest

We own the skills in-house. We cut out the middlemen. We invest your assets as if they were our own. That’s the value of working with our investment firm over a brokerage firm.

Client Focused Approach

The people who directly work on your investments? We believe you deserve direct access to those people. Call it modern investment skills meets old-fashioned people skills. And feel free to call us any time you want.

Integrity and Trust

Without trust, there’s no relationship. Trust is at the core of our business. We attract new clients because we keep clients for generations.

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Third Quarter Market Update and Outlook for 2016/2017


U.S equities posted positive returns in the third quarter, continuing a strong rally off the mid-February 2016 stock market low.  The S&P 500 ended the quarter at 2168, up from 1810 on February 15.  The S&P 500 posted a total return of 3.85% during the third quarter, and has advanced 20% from the February 11 intra-day low.  The S&P 500 ended the third quarter up 6% year-to-date; mid-cap and small cap stocks performed even better, up 11% and 13%, respectively.


The strong advance in stock prices since February has been driven largely by:  1) continued solid corporate earnings in a slow growth global economy, 2) continued low interest rates (low interest rates increase the value of companies with growing earnings and cash flow streams), and 3) investors looking for higher returns than are implied by current valuations for fixed income securities.


We expect continued equity market volatility in the fourth quarter, and during 2017.  Investors face a wide range of risks and uncertainties, including a weak global economic environment, rising government debt levels, declining liquidity in capital markets, widespread political uncertainty, and price and valuation disparities in many asset classes that are a several standard deviations from historic norms.


We remain constructive on U.S. equities looking into 2017.  We believe U.S. stocks currently trade reasonably close to our appraisal of “fair value”, implying that returns for stocks going forward should generally track underlying corporate earnings, free cash flow, and dividend growth.  Longer term, we believe that U.S. stocks are currently priced to provide average annual total returns in a range of 6-9% over the next five to ten years.


As such, the level, trajectory, and quality of corporate earnings growth is the most important factor in the current investment environment in our view, and it will be interesting to see how companies communicate with investors regarding the outlook for 2017 during third quarter earnings release conference calls over the next several weeks.


Our investment approach remains decidedly long-term in nature, and focused on identifying those companies that are able to show solid business value growth in the current challenging global economic environment.  We will continue to utilize periods of broad equity market weakness to add to positions in those companies that we believe offer the best combination of long-term business value growth and attractive valuation characteristics.

Think Forward.

We Think Forward in everything that we do: in developing long-term investment strategies with clients, in our portfolio management of our clients’ assets, and in providing our clients with exceptional, proactive service. Successful investing depends on an ability to Think Forward: to recognize opportunity during difficult and volatile market conditions, to critically evaluate risks that may not be obvious, to anticipate change that is outside of consensus expectations, and to allocate capital intelligently based on rigorous, independent and objective analysis.