Overview

Established multi-asset class portfolio management and financial planning firm looking to add/merge with high quality individuals and firms. We believe clients are best served with a combination of sophisticated, active, in-house portfolio management, using individual securities, coupled with thorough, active financial planning. The teams in our 80 year old firm are led by seasoned CFA's on the investment side and CFP's on the client service side.

We have annual client retention of 99% and top decile portfolio returns.

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