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Institutional Investor Advisor Individual Investor

With leaders that foster an environment of learning, collaboration and promotion from within, we offer our clients the expertise of knowledge accumulated over decades combined with the stability and continuity of a deep bench.  

"Our strategies harness an active, bottom-up approach to stock selection that combines the market knowledge of long-tenured portfolio managers with the original research of a specialized group of analysts."
"Our technology platforms work to ensure optimal performance and operation."
"Determining the value of a business and identifying mispricings is the basis of the fundamental analysis that drives the firm's active management decisions."
"Maintaining a risk-aware culture across the entire firm is vital to an effective risk management program."
"A clear and accurate understanding of our financial position and results is crucial to charting a successful path for our business."
"Our mission is to provide both prospective and existing clients with the information they need to make informed investment choices and understand our firm."
"Compliance is a company-wide responsibility and our best-practices approach ensures that we meet our fiduciary duties."
"Institutional investors have a depth of knowledge and experience that lets them understand what is behind the numbers. Our job is to share that story with them."
"Through close collaboration with our investment team, we strive to give our clients perspective on both general markets and specific positioning in our portfolios."
"Our employees are our most important asset and building the right culture allows us to deliver the best results to our clients."
"Our team of experienced business development professionals seeks to provide value-added service in all facets and phases of our client relationships."