We Take Pride in Our People

"To no force in the universe belongs such a power as minds united in one purpose."
- Prentice Mulford

The dedication and commitment from each of our team members is an integral part of our success. To align our interests with those of our clients, each team member and their families have invested a substantial amount, if not all, of their investable assets in one or more of our separate account or mutual fund strategies.


Senior Management

Our senior management is responsible for implementing our investment philosophy, managing our investment process, and running the daily operations of our company.

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Portfolio Managers

Our portfolio managers work with our analysts and traders to execute our investment strategies in a way that we believe will reward investors over the long run.

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Analysts / Research

Our analysts work to identify and follow individual companies that we believe will reward investors over the long run.

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Traders

We believe the price you pay ultimately determines your return. Buying at bargain prices is a cornerstone of our long-term success.

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Client Services

Our client services team provides personalized service and support to our noninstitutional clients who have individual accounts, joint accounts, custodial accounts, trusts, partnerships, IRAs, and/or a variety of other retirement accounts.

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Compliance

Our compliance team ensures that our clients are treated fairly and that our firm is in compliance with the industry's highest standards.

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Accounting & Reporting

Our accounting and reporting team ensures that all financial and portfolio data is timely and accurate.

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Business Administration

Our business administration team provides daily support to various members of our team.

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Technology

Our technology team ensures that our systems and technology meet the demanding needs of our firm.

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