“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
Distinctive strategies designed to:
- Generate consistent income
- Grow assets over time
- Minimize downside risk relative to the broad equity market
Equity Income | International Income | Disciplined Growth
