Together, we can make a bigger splash in personal service for institutional and private clients.

If your firm does not have the resources to create personalized, protected portfolios with asymmetrical return patterns for your clients, partner with us. Together, we are a stronger and more adept team to serve the needs of sophisticated clients.

We enjoy working with total return, insurance, 401(k), Trust and bank clients—especially, helping with client meetings as well as executing the investment management. We have achieved top-ranked performance as an institutional fixed-income, balanced and option manager. We have served on three asset/liability management committees. We have an educated Economist with a strong understanding of quantitative modeling. But most importantly, we have the skills necessary to efficiently design and manage asset and risk management strategies for your accredited investors.