We are an independent fee-based manager started in 1993. We employ a holistic approach to wealth guidance, built on our core competency of stock research and portfolio management. Our client stock portfolios are actively managed and built on a solid foundation of approximately 30 mostly large, high ROE individual companies with a history of growth and dividend increases. Our balanced portfolios take a more conservative approach by adding a diversified bond component. We balance a healthy respect for risk with the pursuit of growth and income.
We are interested in talking with like-minded firms about M&A, combinations and succession pathways.