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A unique investment strategy.

The Manager First® Approach

Our unique investment process focuses on finding what we believe are the best managers, using these high conviction managers to construct well-diversified portfolios, and then allocating your assets into time-horizon based portfolios.

See how our approach revolves around you


Driven by our heritage of independence, our mission is to strive for excellence in providing investment advice and service, while exceeding your expectations in everything we do.

Investment Services

Our investment consulting and discretionary asset management services are tailored to meet the needs of high net worth and institutional clients.

Our Team

Our clients work directly with our senior investment professionals offering the highest quality service, consistent advice and customized investment portfolios.