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.
Assets and cash balances held with us are protected. Learn more »
To be a successful, long-term investor, you need to be able to manage both risk and return, repeatedly. Learn more »
For more than 20 years, innovation has defined our team. Forward thinking delivers performance for our clients. Learn more »
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