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If you are looking for an investment banker.
Founded in 1994, we are an investment advisory firm providing high-quality, customized investment management to individuals, families and institutions. Located in Hartford and serving clients in 42 states, we are independently owned and managed by 15 principals of the firm.
Our primary objective is to serve our clients by helping them preserve capital in times of economic adversity and create wealth in more buoyant times.
- Asset allocation
- Equity investment process
- Large cap equity strategy
- International equity strategy
- Fixed income strategy
- High income strategy