Our Mission

Our mission is to provide our clients with financial confidence and peace of mind. We focus on long-term, individual relationships with each client and implement the core investment concepts that result in the wealth generating performance our clients need. Our client value proposition includes:

Client Experience

We deliver a superior service offering by understanding your priorities, objectives, and values. 

Strategic Fit

Tailored solutions customized to your unique situation.

Strict Discipline

Reduce risk and optimize returns through proper asset allocation and efficient rebalancing.  

Ongoing Engagement

Timely communication to ensure your strategy is in alignment with your objectives.


Our clients greatly value our commitment to their individual needs and have trust and confidence in our sound investment management. We welcome the opportunity to share how we can best serve you. Contact our team today to arrange an introduction.


Spencer Glenn, MBA, CIM® - Portfolio Manager

Recent Posts

Could inflation force the Fed to raise interest rates sooner?

Oct 22, 2021 | Thomas Garretson, CFA

Expectations for the start of interest rate hikes have quickened in recent weeks amid persistent inflation concerns. But have markets gone too far?

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How are supply chain issues impacting equity markets?

Oct 15, 2021 | Kelly Bogdanova

Supply chain problems are a source of concern and underpin inflation pressures. We examine root causes, and discuss the impact on the equity market.

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Are energy prices more important than the U.S. debt ceiling?

Oct 08, 2021 | Thomas Garretson, CFA

While the U.S. debt ceiling gets headlines, we examine the key issues for investors in global energy markets and central banks’ inflation policies.

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