Founded in 1994, we are an investment advisory firm providing high-quality, customized investment management to individuals, families, and institutions. Located in Hartford, Connecticut and serving clients in 42 states, we are independently owned and managed by fifteen Principals of the firm.
Our primary objective is to serve our clients by helping them preserve capital in times of economic adversity and create wealth in more buoyant times.
We value the trust placed in us by our clients – trust created by seeking to understand the unique goals of each client and providing expert advice and individualized solutions.
We invite you to explore the benefits offered by our firm which seeks, above all, to serve our clients well through trusted, long-term relationships distinguished by the highest ethical and professional standards.
$2.9 billion in
assets under management,
as of March 31, 2016