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Our team’s leaders, Jessica and Randy, have earned the highest level of designations attainable in the investment industry, allowing them to make day-to-day investment decisions on behalf of their clients. Trust is one of the most important pieces of this process, which is why we are committed to building long-term relationships and celebrating alongside our clients as they reach their big moments.
We believe that our disciplined investment approach and enhanced risk management processes make for a winning strategy for our clients.
Our disciplined process includes conducting investment and macro strategy research, crafting investment policy statements and asset allocation plans, and monitoring and keeping our clients informed of their progress.