One Stop Shopping

We are your manager and your consultant.

EQUITY MANAGEMENT

A strategy focused on what we evaluate and believe to be high-quality companies and that have a history of growing dividends and earnings regardless of the economic environment.

BOND MANAGEMENT

A qualitative and quantitative bottom-up individual security selection process that focuses on best after-tax yields and volatility characteristics delivered in a tailored, cost effective manner.

OTHER ASSET CLASSES

Product/manager research, selection, and monitoring, with an emphasis on passive approaches to minimize fees.

"We believe in a simple yet powerful approach."

- Donald O. Dempster, Founding Partner and President