Background
SEC regulated Registered Investment Advisor
Independently owned and managed by our principals
Certified Women’s Business Enterprise (WBE)
Not affiliated with any broker or other financial services firm
Compensated on a fee-only basis; receives no commissions
Firm history dates to 1986
Assets Under Management
Total assets under management exceed $1 billion
Approximately 200 client relationships
Largest client relationship exceeds $100 million
Our Clients Include
Individuals and Families
Personal Portfolios
Retirement Assets & Plans
Donor Advised Funds
Trusts, Estates, & Foundations
Governmental
Local Municipal Governments
County/Parish Governments
School Districts
Development Authorities
Utility, Housing, and Transit Authorities
Institutional
Corporations
Non-Profit & Religious Entities
Educational Institutions
Health Care Entities
Banks & Depositories
Foundations & Endowments