5

Decades of Service

Founded in 1964, we are an independent, employee-owned, multi-custodial financial advisory firm providing fiduciary advice, planning, and investment management services to individuals and families, endowments, and business owners.
We work closely with our clients to help them navigate all aspects of their financial lives. To start, we help clients by developing and maintaining personal financial plans which are then fully integrated into the management of their assets. Our holistic focus on the entire client, not solely their assets, enhances the likelihood of success, empowers our clients to make smarter financial decisions, and helps to better control risk.

Now working in the third and fourth generations of many client families, we are proud of the longstanding, trust-based relationships we have developed with our clients and believe the quality and enduring nature of these relationships results in better client outcomes.

 
ASSETS UNDER MANAGEMENT FEE
FIRST $1,000,000 1.00%
NEXT $1,000,000 0.85%
NEXT $3,000,000 0.70%
NEXT $5,000,000 0.55%
THEREAFTER 0.40%
MINIMUM FEE $1,500