Wealth Management, Education Savings & Mutual Funds

Welcome

People: Our doors are open — please visit us. Until then, meet our associates.

OUR PEOPLE

People: Our doors are open — please visit us. Until then, meet our associates.

OUR PEOPLE

Philosophy: New and experienced investors say they like our enduring principles.

OUR PHILOSOPHY

Process: More than four decades later, investors still rely on our consistent method.

OUR PROCESS

Performance: We've invested through multiple economic and financial market cycles.

OUR PERFORMANCE

IRAs, regular accounts, & education accounts.

Separately managed accounts — three strategies.

Data for professional investment advisors.

More than 40 years of independent investing.