Please click here for bio of Brooke Cutler Ashland Please click here for bio of Matthew C. Patten Please click here for bio of Erich M. Patten Please click here for bio of Al Polit, CFA Please click here for bio of Xavier Urpi


oday's Investment professionals are challenged to remain astute in multiple markets around the globe. As the world's money supply moves freely in a borderless economy, it is critical for investment professionals to stay abreast of world affairs. Our team brings together experts with experience in both developed and emerging markets. Our global approach to investing includes conservative strategies in domestic and international equities, domestic fixed income, and private equity partnerships. We invite you to visit each committee member's history in order to gain an understanding of our investment approach. Our diversity of thought is our strength.

ur portfolio managers are located in different regions of the country. We feel this diversified approach gives us a fresh, thoughtful view of the world's markets.

Drawing on collective expertise of the firm's investment team, our portfolios are structured to provide our clients with a well-defined approach to their wealth management.