We aren’t interested in a quick fix but pay attention to managing risk and to the long-term performance of investments. As active portfolio managers, we vet the investments—publicly marketed securities—and manage the portfolios ourselves. And we’re proud that other financial firms hire us to manage their portfolios as well. For more than 20 years we have maintained the CFA Institute Global Investment Performance Standards (GIPS®) certification attesting to our commitment to independently evaluated best practices for investment performance reporting and presentation.
Continuity of service is important to us, and turnover is exceptionally low – both client and advisors. Our team includes staff celebrating 40 years with the firm, and the newest member or our advisory staff has been with us a little over 2 years. Each advisor is supported by the collective wisdom of our organization and every member of our team plays a role in managing and overseeing your account.