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Firm Profile

  • Clients / Employees
  • Clients
    818
  • Average Client Assets
    $978,476
  • New Clients 2016
    51
  • Minimum Account Size
    $500,000
  • Employees
    21
  • Clients per Employee
    39
  • Average Portfolio Manager Experience
    23 years
  • Average Employee Professional Experience
    21 years
  • Assets Under Management
  • 12/31/2016
    $800,393,829
  • 12/31/2015
    $697,297,311
  • 12/31/2014
    $737,600,922
  • 12/31/2013
    $688,341,983
  • 12/31/2012
    $602,774,980
  • 12/31/2011
    $508,865,027
  • 12/31/2010
    $428,460,605
  • 12/31/2009
    $316,632,401
  • 12/31/2008
    $207,865,909
  • 12/31/2007
    $211,606,114
  • Primary Types of Investments
  • Equities
    44%
  • Fixed Income
    25%
  • Money Market
    14%
  • Mutual funds
    17%

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