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The Firm
Founded 1957
Client assets over $200 million
Registered investment adviser
Structured as a broker-dealer
Member FINRA, SIPC, MSRB
Managed as a boutique
Clean, simple business model
Professionals, not asset gatherers


Our Clients
Wealthy individuals
Trusts
Pension plans
Charitable foundations
Funds of funds
Decades-long relationships
$250,000 minimum account


Our Investment Style

Eclectic, opportunistic
Highly sensitive to price
Tailored to client needs
Constant monitoring
Many information sources


Top Holdings
Birchcliff Energy
Microsoft
Fidelity National Financial
Transocean
General Motors
 

(Holdings updated June 2014.  Managed accounts only.)

 


 Read our important notice about risks.

View ADV Part II Replacement Brochure describing the firm