Integrity is the cornerstone of a successful client relationship. Our business is built on trust, and the confidence that our clients have in our unwavering commitment to work in their best interests.

Integrity also underlies our investment decisions. As a matter of policy, we avoid alcohol, tobacco and gaming stocks. We invest in companies with enlightened, sound managements committed to creating quality products that add value. This makes good business sense, good investment sense and good common sense.

We are committed to assuring that our culture of caring for clients and our values do not change.