Investment Discipline
Dependable Income
Capital Appreciation
Emotional Comfort
Fiduciary Commitment
An independent Registered Investment Advisor.
100% employee owned; majority woman-owned since 2009.
Distinctive strategies designed to:
-
Generate consistent income
-
Grow assets over time
-
Minimize downside risk relative to the broad equity market
Equity Income
Objective: Consistent 5%+ annual dividend income stream plus long-term capital appreciation Learn More
International Income
Objective: Consistent 4%+ annual dividend income stream plus long-term capital appreciation with geographic diversification Learn More
Disciplined Growth
Risk controlled long-term capital appreciation Learn More
International Equity
For Institutional Investors
Objective: Capital appreciation through value-focused local investments in non-U.S. equities
Learn More
“As a boutique, we know each of our clients as a real person. This gives us an extraordinary respect for the hard work, planning, and saving that has allowed them to accumulate wealth. Our commitment is to work as hard to preserve and grow our clients’ assets as they did to create them.”
- Jenny Harrington, CEO