Investing for Generations^®

We are a passionate portfolio management team providing investment management services for individuals, professionals, business owners, corporations and trusts. We take pride in the integrity of our client-focused relationships. We work with individuals and families who value a long-term relationship; to us, and our clients, fit is everything.

Building portfolios is our business. Building relationships is our strength.

Through a disciplined investment approach and aligned interests, we offer portfolio management on a discretionary basis, which provides clients freedom from the responsibility of asset management to focus on what is important to them. We guide our clients, helping them to preserve and grow their assets over multiple generations. Through highly personalized service, our specialty is providing sound, unbiased and well-rounded advice to create custom investment strategies tailored to our clients’ unique needs.

Let’s schedule a meeting to discuss expectations, goals, and your risk tolerance. We are here to help!

Left to right: Philip Lee, Deborah Edwards, Dave Lanphear, Paul Donaldson, Sarah Mouritzen, and  Natalie Hewson