Investment Strategies


Client Focused.


We manage $4.1 billion* with a diverse set of investment strategies. We take pride in helping our clients reach their financial goals through disciplined and individualized investment management. Detailed information on our products and services is available below.

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Separate Account Strategies

Large Capitalization Equity

Large Capitalization Equity

Large Capitalization Value Equity

High Dividend

High Dividend Equity

Taxable Fixed Income

Taxable Quality Intermediate

Short-term Taxable

Short-Term U.S. Governments


Municipal Fixed Income

Municipal Quality Intermediate
Short-Term Municipal
Municipal & AMT Blend

Balanced Strategies

Balanced with Municipals
Balanced Income
Balanced Income with Municipals
Balanced Maximum Income
Balanced Maximum Income with Municipals