About Us

About Us

About Us

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What We Do

We create strategies that are tailored to your needs and goals.

Our History

Years of experience have prepared us to guide you through your life transitions.

Our Vision

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

Who We Are

Who We Are

John is the firm’s Chief Investment Officer. He has over 20 years’ experience managing portfolios for institutions, mutual funds, nonprofit organizations and individual investors. John began his research career in 1992 in commercial lending and fixed income with Wells Fargo & Company. After his career in banking, John worked for institutional investment managers including Wells Capital Management and Hahn Capital Management.

360

Professional Employees

$12+

Billion assets under management