A personalized approach to managing wealth

We are unlike most financial professionals.

Many financial professionals settle for a static investment approach that utilizes third-party management (managing managers) and is designed to own everything, all the time. This is a commonly accepted practice that drives mediocracy, increasing fees, and reducing transparency.

We do not. We directly manage the assets for the generations of families who have entrusted us. We believe in a direct, disciplined, investment process in which we own the individual stocks and bonds of great companies and review each position every day. This process ensures we know exactly what we own, why we own it, and that we are delivering the best outcomes for our clients.

Comprehensive Planning

There’s more to your financial life than just investments. Comprehensive planning encompasses an in-depth review and analysis of all aspects of your financial life – to help you see the big picture and enable us to personalize a plan for addressing every detail.

Alternative Investments

Having alternatives means having the options you need to fit your ever-evolving needs. We believe diversification across a broad spectrum of asset classes is the best way to help our clients meet their long-term objectives, balancing risk and return.

Investment Strategies

Our team of professionals unlocks a number of choices for your portfolio. We offer experienced guidance for selecting alternative investments, separately managed and unified managed accounts, managed discretionary accounts, wrap accounts, structured products and options, along with traditional offerings such as equities, fixed income, annuities, mutual funds and exchange-traded funds.

Portfolio Management

As your trusted partner, we help you pursue your goals by constructing, managing and monitoring a broadly diversified portfolio that is fully customized to suit your needs. Through clear communication, we help you understand what you own and why, placing your best interests above all else.

Retirement Planning

We understand that there should be no compromise when it comes to your financial future. That’s why we work diligently to serve as the ultimate steward for your wealth, simplifying life’s complexities with a full spectrum of strategies for a tailored plan that we believe is the only one you’ll ever need.

Get to know Our Team

Anthony Panuccio, WMS®
Managing Director
Emory Hendrix, AAMS®
Financial Advisor
Kathaleen Muilwyk
Senior Registered Service Associate
Tiffany Lathan
Practice Marketing Associate

STRUCTURED Process

Gaining a good understanding of who you are and what you want to accomplish greatly aids us in designing, implementing and managing a plan that precisely fits your life.

ANALYTICAL Insights

We apply our analytical capabilities to help us manage market risk, identify investment opportunities, allocate assets, and build and balance portfolios.

PERSONALIZED Guidance

We are well-versed in addressing individual needs, and applying our specialized knowledge to the financial matters and issues specific to you.
The essence of investment management is the management of risks, not the management of returns.
Benjamin Graham

Information & insight

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Weekly Market Guide

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Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio & Technical Strategy.
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Weekly Investment Strategy

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The future at your fingertips

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