For more than 20 years we have been a Registered Investment Adviser (RIA) with the Securities and Exchange Commission. We focus solely on managing investments for a limited number of clients in a clear consistent manner. We are SMALL BY DESIGN. Our firm's base of slightly more than 300 clients, with more than $900 million in assets under management, is the result of referrals from clients, accountants and attorneys who recognize the value of what we offer.