Superior service has been the hallmark of our success for more than two decades. It is this dedication to service that makes us strive to improve how we communicate with our clients. So whether you want to view your account online, find out more about our firm, or read our latest research findings and market commentary, we've made the information you need available and easy to find.

Since 1983, we have focused on independently building a financial advisory firm with both domestic and international investment roots. We have successfully managed investments through a variety of market environments, including some difficult and volatile times such as the stock market crash of 1987 and the liquidity crunch of 1998 brought on by the fall of Long-Term Capital Management. Within the delicate balance of world markets, our clients have been rewarded by our focus on risk management and adherence to a disciplined investment process.

We remain committed to helping our clients meet their financial goals and objectives. After 23 years our purpose remains the same: to build an independent financial services business around the evolving needs of our clients. It is a strategy that has stood the test of time.

Best wishes,

Joan A. Payden
President & CEO