Your money will receive our closest attention and be carefully managed, right alongside ours.

We are an Investment Counsel operating within the open architecture of Raymond James, and provide full service advisory, financial planning, and discretionary wealth management services for individuals and the full range of investment management for institutions. Our clients get the best of both worlds – truly independent investment management thinking coupled with advisory skills honed through decades of client care. We keep our client list small, select, focused on those who can benefit most from our approach, and we invest our own money right alongside theirs.

Security of your Assets

Learn more »

Assets and cash balances held with us are protected. Learn more »

Repeatable Process

Learn more »

To be a successful, long-term investor, you need to be able to manage both risk and return, repeatedly. Learn more »

The value of Innovation

Learn more »

For more than 20 years, innovation has defined our team. Forward thinking delivers performance for our clients. Learn more »

Put our experience to work

Learn more »

Our experienced & knowledgeable team offers decades of combined investment industry expertise. Learn more »