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An unwavering focus on wealth and investment management

Our independent ownership, innovation and unparalleled commitment to our clients have made us a trusted partner for more than 65 years.

Focusing on you, our goal is to surpass your expectations through sophisticated investment strategies and superior industry expertise – all with a personalized approach.

Our clients inspire us, our expertise defines us

Privately owned and independent, our values and commitment have and will continue to guide a long-term perspective for our clients.

Years of Experience 
Client-to-Employee Ratio
$42.5 BN
States in which Clients are Served
As of 6/30/2023

We’re here to help

Get to know our team and how we can partner with you.

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