Investment Discipline

Dependable Income

Fiduciary Commitment

Emotional Comfort

CLIENT PORTAL
FOR REGISTERED INVESTMENT ADVISORS
FOR INSTITUTIONAL INVESTORS

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

  • Foster disciplined long-term investing

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

Objective: 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
View All

“Long-term investment success often depends
less on avoiding volatility than on maintaining
the discipline to remain invested through it.”

- Jenny Harrington, CEO 

 

We combine thoughtfully constructed investment strategies, personal communication, and earned trust to help families remain confidently invested through changing markets and across generations.