E O P L E
is 100% employee
owned, ensuring our interests are
with those of our clients. Our sole focus is on
delivering superior risk
adjusted returns across all of our strategies.
average over 24 years of industry experience
at leading firms and have graduated from some
of the country’s
most elite colleges and universities.
H I L O S O P H Y
believe that stocks with sustainable Dividend
consistently outperform the market with less risk.
sole focus on Dividend Growth Investing and deploying
across all capitalization ranges both domestically
gives us a distinct competitive advantage.
R O C E S S
adhere to a repeatable, rules based and emotionless
proprietary multi-factor ranking system combined
with our in-depth fundamental research process
has produced consistently strong risk adjusted
R O D U C T S
boutique structure allows us to offer concentrated
while adhering to the capacity constraints of
our various products.
Our strategies are available in multiple vehicle
formats such as
Separately Managed Accounts, Manager Models, Mutual
Funds and Hedge Funds.