Thoughtful Investors.

We left the big firms so we could do investing our way. For us, that means taking the time to understand the unique circumstances of our clients and being available to walk them through the investment process. As a registered portfolio management firm, we wanted to create a place where our clients’ interests always come first.

Matt Manara
Matt Manara, CIM®
Partner & Portfolio Manager
Paul Gardner
Paul Gardner, CFA®
Partner & Portfolio Manager
Bill Harris, CFA®
Partner & Portfolio Manager
Bryden Teich, CFA®
Partner & Portfolio Manager
Cynthia Liu
Yvonne Payne