We are an employee-owned firm that has strategically grown from a trusted family business. Over the decades, we’ve steadily fought to defend our clients’ legacies. Today, we’re promoting a new generation of leadership. Our principles remain deeply rooted: Family, loyalty, discipline, patient capital, an entrepreneurial spirit, freedom to excel, joy in work done well—and giving back.
We live and prove our discipline every day: We challenge our processes, our services and ourselves to ensure the best possible outcomes. We are accountable and transparent—and expect clients to be accountable, too.
As 'Pioneering Fiduciaries,' we have a commitment to objective advice, annual outside audits of our practices, principled refusal to sell proprietary products—and continuous self-examination.
Our client relationships demand a range of roles, skills and experience. We field a specialized team of professionals who know you well, keep you informed, and deliver on your investment objectives.
We are not afraid to push the boundaries—or to veer from the pack. We seek out the best investment products and strategies, apply rigorously defined practices, and constantly strive to make it all even better.
We have been at this work successfully for decades. We offer proven tools and processes that have been tested through market cycles. And we continue to be there when clients need us.
We deeply value our communities, and dedicate meaningful energies and resources to support them. At both the individual and firm level, we volunteer time, sit on boards, and launch and underwrite impactful visions.