INVESTMENT MANAGEMENT FINANCIAL & ESTATE PLANNING FIDUCIARY & TRUST FAMILY WEALTH SERVICES
When we started our company, our goal was to become one of the industry’s most distinguished
investment firms. We wanted to be different, and we believed there were people who wanted
an alternative to institutional money management.
We knew we couldn’t be all things to all people. So we specialized in a global research and
investment approach informed by careful planning.
Along the way, we’ve found the best way to nurture our business is to recruit and retain
talented people with diverse backgrounds — and then apply every bit of their knowledge and
perspectives to deliver thoughtful strategies and insightful advice.
Today, our clients prize our ability to un-complicate the complicated. For their confidence and
trust, we are truly grateful.
We love doing this work, and we believe it shows in the environment we’ve created. We look
forward to growing together in the years to come.
Peter M. Welber
PRESIDENT & CEO