About Me
Our mission is to relentlessly focus our energy and our resources on creating customized investment portfolios for institutions and families that allow them to achieve superior investment performance. We have successfully fulfilled that mission since 1988. As of June 30, 2015, we oversee more than $13.9 billion for our clients.
We are different because we focus on you. We believe that every investor has the right to advice guided by their best interests, not the interests of their advisor. Our unbiased approach allows us to remain focused on achieving successful outcomes for our clients by following our investment building blocks.
We spend a lot of time getting the strategy right for every client because investment success is achieved by designing a program focused on specific objectives.
