For us, managing clients’ investments equals configuring their portfolio and maximizing returns within the context of individual risk tolerance, tax status, time realities, wealth objectives, and unique circumstances – with an ever-vigilant eye on the protection of capital in all market conditions.


For our clients, it means carefully tailored stakes in traditional asset classes of stocks, bonds and cash, and in non-traditional investments such as real estate, venture capital, private equity and commodities. It means investments guided by rigorous academic research, our own empirically sound research and investment experience, and research from leading economists. It means investment decisions that are executed to limit tax liabilities as well as managerial and transactional expenses.



Richmond Office

9030 Stony Point Pkwy.

Suite 100

Richmond, VA 23235


804.358.9436 (Fax)


Bethlehem Office

74 West Broad Street

Suite 320

Bethlehem, PA 18018


610.882.9928 (Fax)

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