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Established in 1929
A Tradition of Research, Service, and Solutions
Trust Is Key To Forming Client Relationships That Last For Generations
We are always welcoming new clients, we would be honored to work with you. If you have an interest in how we may be able to help you meet your investment needs, please schedule a confidential introductory meeting or portfolio review at no cost or obligation. Our traditional individual security strategy is best suited for investment portfolios of $500,000 and above.
What Makes Us Unique?
Diligent Research, Vigilant Management
While investment fads come and go and bubbles pop, we have found that slow and steady wins the race. Our proprietary research models focus on micro factors rather than trying to predict overall trends. Because each client has unique long-term goals, income needs, tax profiles, and risk tolerances, no two portfolios we create are the same.
That’s how we’ve built our tradition of research, service, and solutions, one client at a time, since 1929.
“Investing is simple, but it’s not easy.”
- Warren Buffett
“Photography by Paquette”