Clients / Employees
1065
Clients
$1,199,648
Average Client Assets
125
New Clients 2020
$500,000
Minimum Account Size
30
Employees
36
Clients per Employee
15 years
Average Portfolio Manager Experience
26 years
Average Employee Professional Experience
Assets Under Management
$1,277,624,975
12/31/2020
$1,069,692,895
12/31/2019
$872,967,712
12/31/2018
$902,157,756
12/31/2017
$800,393,829
12/31/2016
$697,297,311
12/31/2015
$737,600,922
12/31/2014
$688,341,983
12/31/2013
$602,774,980
12/31/2012
$508,865,027
12/31/2011
$428,460,605
12/31/2010
Primary Types of Investments
Equities
57%
Fixed Income
20%
Money Market
10%
Mutual funds
13%