Our commitment is to help our clients achieve their unique goals. We recognize the trust our clients place in us and we never lose sight of that. Our distinctive approach adheres to disciplined investing designed to weather shifting external factors. It is not our goal to react to short-term market or economic conditions but to help our clients maintain a sound perspective and stay focused on long-term objectives. We communicate clearly and openly with clients and believe you deserve prompt, knowledgeable answers to your inquiries and concise straightforward reports on your investments.
Barron's award criteria included: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. On Wall Street rankings based on achievements with marketing strategies; recruiting, developing and retaining talented advisors; and providing superior client service.