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Firm Profile

 

Clients / Employees

  • Clients: 1065
  • Average Client Assets: $1,199,648
  • New Clients 2020: 125
  • Minimum Account Size: $500,000
  • Employees: 30
  • Clients per Employee: 36
  • Average Portfolio Manager Experience: 15 years
  • Average Employee Professional Experience: 26 years

 

Assets Under Management

  • 12/31/2020 $1,277,624,975
  • 12/31/2019 $1,069,692,895
  • 12/31/2018 $872,967,712
  • 12/31/2017 $902,157,756
  • 12/31/2016 $800,393,829
  • 12/31/2015 $697,297,311
  • 12/31/2014 $737,600,922
  • 12/31/2013 $688,341,983
  • 12/31/2012 $602,774,980
  • 12/31/2011 $508,865,027
  • 12/31/2010 $428,460,605
  • 12/31/2009 $316,632,401
  • 12/31/2008 $207,865,909
  • 12/31/2007 $211,606,114

Primary Types of Investments

  • Equities 57%
  • Fixed Income 20%
  • Money Market 10%
  • Mutual funds 13%

 

 

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