Passionate investors.

We left the big firms so we could do investing differently. For us, that means answering our own phones. Understanding our clients’ lives. Jargon-free explanations. Being straight-forward, straight-shooting. And above all, having a firm that allows and requires us and our interests to always be on the same side as our clients.

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