Founded July 2, 1990.
26 employees - 13 portfolio managers / analysts.
100% owned by investment professionals.
lost an investment professional to "another opportunity."
Our goals: capital preservation, appreciation, and income growth.
Unique, "high quality" dividend growth stocks for all equity mandates.
Consistent, repeatable investment process - with the same investment team - since 1990 inception.
Fundamental, "bottom-up," non closet indexing" approach.
Long term investors, with low annual turnover.
Performance usually lags during rapid economic growth or speculative environments.
Typically outperforms during bear markets and full market cycles.
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