Since 1976

Wealth  &  Estate Planning

As a fiduciary, we help our clients make consistently smart financial decisions to help them grow their wealth. Our advice is unbiased and we always put our client's needs first.

Investment Management

Our investment strategies seek to identify companies that use shareholder capital in a disciplined way, have strong financial strength and attractive valuations in the market.

Special Situations

We help clients with unique situations such as diversifying concentrated holdings from stock options, minimizing taxes from capital gains and interest and socially responsible investing.

Our Clients



Individuals

We provide fiduciary investment management and advice to individual clients and their families. From young professionals with stock options to retirees with steady income needs, we offer financial advice for every situation.

Institutions

Whether it’s working with consultants, pension plans, foundations, non-profits or corporations, we have the skill and expertise to manage fully customized investment solutions for small or large institutional clients.

Sub Advisory

We offer sub-advisory investment services to firms that don’t manage their clients’ assets internally. We have a 40 year track record as fundamental value managers and have been independently verified for GIPS compliance.

Risk-Aware Investment Strategies


Our investment strategies are conservative in nature and are designed to provide current income, moderate capital appreciation, and protect principal against inflation and adverse market events. We look for high quality companies with strong management and a consistent dividend track record that are considered undervalued by the market. Some strategies use options to reduce portfolio risk and increase current income.

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