About Us

Primary research, critical thought, and a commitment to fundamental securities analysis are integral to our investment process. The discipline we apply to all strategies and to the conduct of our business is informed by experience that spans over five decades. Our core offerings include Growth Equity, Growth & Income, Real Estate Investment Trust (REIT), and Tax-Exempt fixed income strategies. For selected mandates, we also partner with niche-specific third party managers to deliver complete portfolio solutions for any one client.

As a fee-only business, we receive no commissions for selling strategies or products. This objectivity ensures our interests are fully aligned with those of our clients.