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We are an independent
investment advisery firm.
 

SEC registered firm under the Investment Advisers Act of 1940
Established 1992
Over one billion in assets under management*
Headquartered in Roanoke, Virginia
Not affiliated with any bank or brokerage firm
Seasoned professional money managers

Attentive and responsive client service

We specialize in fully-discretionary Investment Management
Client oriented
Separate accounts for every client
Third-party independent custody
Relative value investment style
Invests in high quality assets
Tax sensitive


* As of December 31, 2016

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