We are an investment adviser specializing in equity and fixed income portfolio management and financial planning for individuals, retirement plans, corporations, and endowments.
We pride ourselves on taking the time to get to know our clients’ needs. We are small enough to offer personal attention, but large enough to offer knowledge-rich investment strategies and highly professional service.
We also are an experienced firm. Established in 1995, we have six investment professionals in our offices in Burlington, Vermont and Palo Alto, California.
We are registered with the Securities Exchange Commission as an Investment Adviser.