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Individual Investors

We believe that our history as institutional investors provides the foundation for a robust approach to wealth management. No two individuals share the same goals, risks, and cash flows. We will work with you to identify a portfolio designed to achieve your goals. Our financial planning tools help to guide this decision, but we understand the relationship between you and your Financial Advisor, is what makes this advice meaningful.

Our Process

Your Team

We take great pride in the experience, education, and background of our team. We continue to build upon this great foundation, growing our team’s expertise and investment experience. Our strength is our diversity of thought and our ability to form consensus using these different points of view.

Latest Commentary

  • Equity Income 2Q 2017 Commentary

    Equity Income 2Q 2017 Commentary

    by Erich M. Patten

  • The Bull Market Turns 8

    The Bull Market Turns 8

    by Erich M. Patten

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