Summary of Qualifications

  • Broad experience in creating and implementing Investment Policy Statements.
  • Equity philosophy is ideally suited to grow assets for investors with long term horizons.
  • Fixed income philosophy aims to provide cash flow with stability of principal.
  • Information reported in a¬†clear and concise delivery system to clients.
  • Senior portfolio manager directly available for client meetings and asset allocation assistance.
  • Competitive active management fee structure.