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You expect a lot when you invest—style integrity, high level of service, superior performance. We have found that dedicated teams of experienced professionals, focused on their specific style, deliver just that. Our portfolio management teams bring both experience and fresh ideas to our clients' portfolios. Unlike most investment organizations, we limit the number of clients in each style so portfolio managers can focus on portfolio performance and individual client needs. We offer three specialty investment styles: We currently manage over $3 billion in assets and have a staff of 34, including 10 investment professionals, 2 client service and marketing professionals, 2 equity traders, 6 technology professionals, 2 portfolio accounting specialists, and 12 other specialty support personnel.
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