Our Team

Bringing the Best to you: the Individual Investor

Who says individuals can’t have access to the same standard of investment managers as institutions? Our team has a strong pedigree and rich history of success in a variety of financial climates. Armed with professional designations such as the CFA and CPA, and MBA degrees from such esteemed institutions as the Rice and Vanderbilt Schools of Business, our managers possess the right education for success. This education is complemented by broad investment experience at institutions managing billions of dollars, such as AIM Investments, JP Morgan and Merrill Lynch and investment management at highly successful hedge funds. During their tenure at these funds, each of our portfolio managers contributed to superior investment returns while fund assets grew from $150 million to approximately $1 billion in less than five years. Bringing this quality of investing to the individual investor is exceptional. Over time, this superior level of expertise can translate to outstanding portfolio performance for our clients. (Scroll down for team member profiles)