Investment Management
Investing is the cornerstone of our business. Since 1974, we have stewarded our clients’ financial assets with the goal of producing attractive after-tax, after-fee, risk-adjusted investment returns.
Learn MoreWealth Advisory Services
Our team of professionals provides guidance related to wealth preservation, estate planning, giving strategies, retirement, legacy planning, and other topics pertinent to you.
Learn MoreFiduciary Services (Trusts & Estates)
As a state-chartered bank and trust company, our firm can serve as a corporate trustee. This ensures that current and future generations benefit from the objectivity, continuity, prudence, and professionalism that an experienced trustee can provide.
Learn MoreTransparency & Communication
Our clients have direct access to the portfolio manager making investment decisions on their behalf, as well as the wealth advisory, fiduciary, and client service professionals that comprise their team.
Learn More