We Are Here For Your Biggest Financial Challenge

Wherever you are on your financial journey, we simplify the world of investing.


Our Unique Investment Process is Tailored for You


Move Us Forward

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We regard our association with clients as much qualitative as it is quantitative, and our investment approach is in years not quarters. We interpret our job as somewhat broader than just competing with the indices. We think of ourselves as taking care of our clients by taking care of their finances. We’ve grown more than we originally expected which means that we now have quite a few more friends than we had in 1992.

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Security selection is not an art. It’s art appreciation. The art is the company itself, just as the picture at the Carnegie is the art. The stock picker recognizes the art, prices it, and tries to extend its value into the future.

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We believe that our most valuable tool to make rational decisions during irrational and emotional times is the Investment Policy. By utilizing a fixed investment policy, we remove the emotional reaction that market swings cause in many of us.

Our People

We share a common drive to achieve and are  continually looking for opportunities to improve our  services and performance – to the benefit of our  clients. We are founded on the simple belief that  success is rooted in people; we believe that employees  reach their fullest potential when they feel a high  degree of freedom and work with other forward-thinking professionals. We are seasoned and  experienced, young and innovative. We are a  well-balanced, dynamic collection of professionals  across two locations.

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