Who We Serve

Our personalized solutions are suitable for trusts, corporations, municipalities and non-profit organizations including endowments

Individuals and Families

We provide custom solutions for individuals and families. You will have access to our experienced investment professionals who will structure your portfolio to match your unique investment objectives. Our professionals will help you create a portfolio of stocks and bonds designed to meet your long-term after-tax investment objectives. Furthermore, we also custom manage your equity, bond and balanced portfolios with a strong emphasis on preserving your assets.

Non-Profit Organizations and Corporations

We provide personalized solutions to small and mid-sized organizations. We custom manage equity, bond and balanced portfolios with a strong emphasis on preservation of capital and focus your investment in large-cap value and growth companies and investment-grade bonds.

Our highly experienced investment professionals will work directly with your directors, officers and trustees to structure a portfolio that meets the income, capital appreciation and fiduciary requirements of your organization. Our personalized solutions are suitable for trusts, corporations, municipalities and nonprofit organizations including endowments and foundations.