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.
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.
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.
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.
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.
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.
"We believe the longevity of our track record, which spans over 40 years, is a testament to our success in meeting our clients’ investment objectives."
Investment Options to Suit All Clients
We offer both active and passive strategies as well as several overlay options. Our active 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.
Form ADV Part 2
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