Dedicated to Providing Superior Service and Performance
We are a client-centered organization, founded on the principle of providing superior client service and built that way from the ground up since our formation in 1988. We believe that every successful investment management relationship is anchored by an in-depth understanding of each client’s specific objectives and risk preferences. This understanding is key to achieving consistent, long-term results without the assumption of undue risk.
Since clients have differing objectives and constraints, we manage each portfolio separately. By employing this individualized investment approach, we can act as a true partner who works hard to help our clients reach their long-term goals.
“Our mission is to provide client-focused portfolio management that preserves principal, manages risk and generates income. We deliver our services in a highly personal manner so our clients have no doubt that we are committed 100% to their long-term success and satisfaction.”
- Kay Chandler, CFA, Founder and President