Philosophy | Process | Performance
Process
We employ a simultaneous top-down and bottom-up research process to select companies in industries with stable or improving fundamentals.
Experienced Portfolio Management Team
Portfolio managers average 17 years of investment management experience
Prior experience managing mid cap assets in excess of $2 billion
Performance Incentive Plan
Aligns managers’ and clients’ interests to reward long-term performance
Matthew D’Attilio, CFA
Learn More
William C. Gray, CFA
Learn More