Established in 1994 and registered
with the U.S. Securities and Exchange Commission, we are a
private independent institutional money manager.
We manage money with a long term
outlook, sell no products and are not compensated by
commissions.
Client assets are
held in individually segregated accounts at third party
institutional custodians unrelated to us; we have investment
discretion but do not take custody. Clients receive quarterly
Portfolio Appraisal and Performance Reports, and other
specialized reports as needed. We meet or speak with
clients as desired.
We are currently
responsible for more than $500 million. We are committed to the
core - substantially all of our own liquid assets, and our
firm's profit sharing plan, is invested right alongside our
clients.
We welcome inquiries
from institutions desiring management of at least $10 million
and private clients desiring management of at least $1 million.
A complete fee schedule is available on request.
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