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Research / Marketing |
Operations / Administration
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Our team of professionals is committed to providing clients with peace of mind through time-proven research, premier service and consistently superior investment performance.
We are dedicated to supporting and respecting one another and our community, which we believe will provide the rewards of continued growth and shared profitability.
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- Team focus – Putting clients first
- Team approach – No star system
- Average tenure of investment committee members – 20 years
- Majority of employee compensation
comes from profit sharing
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- Team commitment – We have our personal and retirement money invested in our funds
- Team concept – Backed up by pay
- Succession plan is in place to assure
independence
- Education – 3 Ph.Ds, 4 CFAs, 3 MBA/MSBAs,
1 CFP, 4 CMFCs, 10 Series 6, 7, or 65
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