We are an independent investment advisory firm that provides comprehensive management to families, individuals and business owners.
Our primary focus is building and maintaining value-oriented global equity portfolios. We also have a unique interest in municipal fixed-income and land conservation finance.
Our clients require fiduciary service, and expect a lifetime of stewardship and continuity.
"All the world knows that any good workman feels a responsibility for the durability of what he makes, and feels bound at the very least to make the unseen parts of the job as sound as those which are visible. He is apt to believe that a thing is not made properly unless it is made to last."
– David Pye
The Nature and Art of Workmanship