Principled Investing.

Independent & Long-Term Oriented

Our employee-ownership structure is essential to sustaining a long-term outlook.

Disciplined Investment Approach

Our investment team seeks to identify high quality companies using a disciplined, repeatable framework.

Accessible Team

Clients have direct access to the investment professionals who manage their accounts.

Tailored Solutions

We provide custom solutions for our clients.

Transparent and Competitive Fees

Our fees are inclusive of both our proprietary investment strategies and value-added wealth advisory services.

Leadership in Active Ownership

We have five decades of experience generating positive environmental and social impact alongside financial returns.