Our Clients: Individual and Institutional

Our Clients: Individual and Institutional

We apply our investment philosophy and principles to serve both individual and institutional clients.

Individual clients include:

  • Entrepreneurs who sell their companies. Business owners often need help investing sale proceeds for current cash flow, long-term growth for retirement, and starting a new business.
  • Widows and widowers. After losing a spouse, the survivor needs and deserves the security of having his or her money managed with the utmost care.
  • Settlements. Individuals often need professional money management after receiving substantial funds from divorce or other legal settlements.
  • Trusts. Family members and others need assistance investing their inheritances for specific goals. Also, individuals establishing charitable remainder trusts need sophisticated management regarding cash flow, diversification and long-term growth.
  • Retirees. Individuals approaching retirement, or already in retirement, have unique needs for cash flow, estate goals and asset preservation. These often diverse objectives require ongoing, sophisticated money management.

Institutional clients include:

  • ERISA. To help meet their fiduciary responsibilities, institutions with profit sharing, 401(k), Keogh or other retirement plans need experienced, sophisticated money management.
  • Private foundations. Trustees expect principal to be managed so that proceeds will serve the foundation’s beneficiaries dependably and enduringly.
  • Not-for-profits. These institutions need experienced money management to protect and grow their assets.

Our Investments

We focus on high-quality equity and fixed-income securities.

Client Experience

We help you define investment objectives and allocations.