Our Mission Statement


Yaht sitting in the ocean at sunset.


The Three Cs:
Consistency:  An investment philosophy that has stayed the course and passed the test of time.
Competency: More than 70 years of combined experience in the financial industry.
Continuity: Investment planning for you and your family's future generations.

We value the trust placed in us and are committed to serving our clients with honesty and integrity.  Our goal is not to be all things to all people.  Instead, we seek to provide clients with a time-tested, quality-oriented investment approach utilizing one specific investment discipline.  It is our belief that maintaining such focus not only helps us avoid some of the pitfalls that occur all too often in investment management, but also allows us to serve our clients as proficiently as possible.