Investments

Clients receive investment management through customized asset allocation tailored to the specific needs of each investor using individual security holdings. Your portfolio is created to prudently grow wealth, balance risk versus return, minimize expense and maximize tax efficiency.

Individual Service

You will receive personal attention specific to your financial goals to ensure your investment needs are satisfied.

Experienced

Our team has a wide breadth of experience, education, and credentials to develop a portfolio that fits you.

Long-Term

As an independent fiduciary, we avoid fads and hype for a proven investment process with smart, long-term solutions to growing and preserving your wealth.

Our Expertise

Our Expertise

• We look for capital appreciation in the equity markets, primarily through individual common stocks.

• Preservation of capital and income in the bond markets.

• Focus on managing a prudent risk/return trade-off for our clients’ objectives.

• Excellence in investment returns and client service to enable our clients to meet their long-term objectives.

Equities

We seek long-term growth through investments in quality, growth businesses with exceptional management, superior business economics, and a strong outlook over a period of five years or more.

Fixed Income

We invest in low risk, high quality investment grade bonds to manage conservative fixed income portfolios.

Certification, Experience and Education

All of our Portfolio Managers have earned the Chartered Financial Analyst (CFA) designation, an internationally recognized, graduate-level program that provides a strong foundation of practical investment analysis and portfolio management skills. Our expertise is further strengthened by advanced education in Trust Management and Finance. All clients benefit from the guidance of our entire investment team, not just one account manager, to ensure the fruitful discussion of new ideas and due diligence.

“Grateful for your work and scrutiny for security of our funds for security and opportunity.”

Ann

This testimonial was given by a client. The client was not compensated for their testimonial.

“I particularly liked your response to the question about what keeps you up at night. Your “Not much” answer was perfect! It reinforced your continued emphasis over the years of keeping a long term focus on investments, and provided reassurance to your clients.”

Ken

This testimonial was given by a client. The client was not compensated for their testimonial.

“Continue to be pleased with your philosophy & approach in stewardship of our finances.”

Louise

This testimonial was given by a client. The client was not compensated for their testimonial.