Core Values
Our clients’ interests come first, our firm’s second, our own last.
Honesty and integrity are fundamental to our character and relationships.
Achieving the firm’s goals requires an inclusive, not exclusive environment.
Team success demands shared responsibility and individual accountability.
We promote professional development while supporting a work/life balance.
Identifying a problem requires helping create and implement a solution.
Investment Principles
We value wisdom in addition to knowledge.
We believe developing proprietary tools and processes adds value for our clients.
We focus on SIRP investments: “Safe Income—Right Price.”
Our philosophy focuses on a top-down approach first, a bottom-up approach second.
Downside protection does not exclude upside participation.
90+ years of history makes us realistic about challenges and optimistic about the future.
The above information is as of March 31, 2023.
*Including real estate assets managed in separately managed accounts and advisory-only unified managed accounts (UMA).
SEC registration does not constitute an endorsement of the Firm by the SEC nor does it indicate that the Firm has a particular level of skill or ability.