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Our firm was founded in 1989 with a commitment to thoughtful, diligent portfolio management and client communication. Over the years we have earned the confidence, satisfaction, and loyalty of our clients. Our efforts and referrals from clients, colleagues, and other professionals have combined to increase the assets entrusted to us by 35% per year over nineteen years. Our increasing size helps us to serve you better with more creative ideas and client-centered services.
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