We have been very fortunate. Our diverse experiences in the financial industry have afforded us great learning opportunities, and great opportunities to succeed. We have worked with brilliant minds, both colleagues and clients. We have faced challenges that pushed us to be better. We have learned how to build sensible, efficient portfolios for our investors. And we have seen first-hand what does and does not lead to success in the financial world.

Together, we have over 60 years of hands-on experience helping our clients sustain their wealth.

We have also been lucky enough to find – in each other – kindred spirits, common values, and a unified desire to dedicate ourselves to something greater than a paycheck. Together we are building more than a principled, pragmatic, client-focused investment firm – we are building a business we are genuinely passionate about and proud of.

“It's easy to make a buck. It's a lot tougher to make a difference.”

—Tom Brokaw