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Mission Statement

Mission Statement

We are specialists in the profession of investment management and allied services, for the benefit of private clients and small institutions. We decline all business and revenues that produce conflicts of interest; and our investment disciplines are fundamental and conservative in nature.

Our clients’ best interest is our first priority; our co-workers and their right to exist in a happy and trustworthy workplace is our second priority. We honor the spirit as well as the letter of the law, the regulations, and the professional standards of our profession.

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