Frequently Asked Questions

We are a mid-sized firm with one office. We have 11 advisors who make all investment decisions and have direct management responsibility for each account. Our advisors have been with the firm an average of 14 years. A minimum of two advisors, including a partner of the firm, supervise each account so it is covered at all times. There are approximately 13 additional individuals who serve as support staff. We are responsible for approximately $700 million in assets under direct management.

We serve primarily as investment advisor to individuals, families and generations of families. Our clients reside locally, nationally and, in some instances, internationally. Geographic distance has proved no barrier to a good investment relationship. Regardless of location, we are able to actively and effectively communicate with our clients.