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Independent, Employee-Owned Structure
Our independent, employee-owned structure aligns partner interests directly with the clients.
Proven Team of Investment Professionals
Our experienced and proven team of portfolio managers and analysts hold the Chartered Financial Analyst designation or have at least 35 years of industry experience.
Investment Philosophy
Our long-term investment philosophy reduces turnover, transaction costs, and taxation.
Investment Focus
Our investment focus on high-quality, large-cap growth investing avoids the distraction of multiple investment styles. Our long-term growth philosophy and valuation disciplines are embraced by a cohesive group of professionals who have worked together for many years.
Investment Committee Process
Our investment committee process provides checks and balances to the investment process mitigating individual bias.
Managing Risk
Our emphasis on managing risk while enhancing returns through investment in companies with strong financials, consistent earnings growth, and above- average market liquidity has buttressed client returns over the long term.
Industry/ Sector Diversification
Our prudent industry/sector diversification provides downside protection; we emphasize both positive relative-to-market and absolute returns with reduced volatility.
Personalized Client Service
Our personalized client service provides for regular communications, meetings as required, and letters describing portfolio holding changes.
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