Total Assets Under Management
555 Client Relationships
104 Endowments and Foundations
451 Private Clients: Individuals and Families
7 CFA® charterholders
2 CFP® practitioners
Average industry experience among the Portfolio Management Team
Average industry experience among the Client Advisor Team
We are known for our exemplary client service and our long-standing client relationships.
Over half of our clients have been with us for more than ten years.