Skilled Personal Service

You can count on top notch technical skills from our three portfolio managers.  Each of us earned the chartered Financial analyst designation; each of us has at least a couple of decades of experience in the markets.

But personalizing our intellectual firepower means looking at the same problem in multiple ways:

Our Solutions page shows a partial list of problems we solve routinely (but we love new ones – see if you can stump us!).  We also have a bevy of professionals in other fields that we rely on; they can help you, too.  Accountants, commercial real estate professionals, rental agents, wills and trusts, valuation experts, personalized banking and home financing.  We can help you get it done.