Our Firm
Our team members, including many CFA® and CFP® practitioners, provide sound investment advice along with personalized service. Our investment culture encourages collaboration across a broad spectrum of disciplines.
Our Services
Our experienced financial professionals can help you feel confident that each of your financial concerns can be addressed with tailored solutions and effective planning.
Our Approach
We design a customized investment plan for our clients and invest primarily in individual stocks and bonds with the goal of efficiently balancing investment risk and potential returns.
Our Firm at a Glance
1 Collaborative Team Serving Our Clients
36 Years of History in Investment Management
2.2Billion Dollars in Assets Under Management
6th Largest RIA in the Hartford Region by AUM
40+ States Represented by Clients
14 Employee Owners
33
Experienced Employees
5
CFA® Charterholders
2
Certified Financial Planners®
Who We Serve
Although we are proud to serve any client who believes they can benefit from our financial services, we specialize in helping individuals and families, charitable institutions, corporations and small businesses, foundations, municipalities, and trusts and estates achieve their financial milestones.
Our Mission
Our mission is to be an integral part of our clients’ lives as we help guide them through their financial decision-making and the management of their savings. As an SEC-registered registered investment advisor (RIA), we are a fiduciary. This means that we are focused on putting our clients’ interests first and adhering to the highest ethical and fiduciary standards.
What Makes Us Different
We utilize a collaborative firm structure to offer a unique approach to investing through individual stocks and bonds. This enables us to create efficient, transparent, and highly personalized investment portfolios that reflect not only our clients’ risk tolerance, but also their preferences when it comes to investing. We are completely focused on our clients’ financial health throughout our tailored investment management process.