Client Service

Time-tested fiduciary.

“We want our clients to live well and prosper. In that spirit, it is our duty to oversee their assets today, enhance value for tomorrow, and ensure a smooth transfer to the next generation.”

Ted Ober
Portfolio Manager

Relationships & Reliability

Our highly personalized approach ensures that you can always reach someone you know and trust. You have direct access to professionals who understand your personal financial circumstances. As a result, your team can effectively serve as coordinator across the various aspects of your financial affairs.

We enjoy a history of decades-long – in some cases, centuries-long – client relationships. The continuity and consistency of our team members means that you can count on us when you need us the most – today, tomorrow, and well into the future.