Consistent and Disciplined Investment Management: Founded in 1992, we are a privately owned, independent investment firm, managing assets for a broad range of individual and institutional investors. Our common sense approach to investing has helped our clients safely and profitably invest and manage their wealth for the past 25 years. Individuals: Investment management for individuals, families, holding corporations and trusts. Advisors: Investment management for independent financial advisors and their clients. Institutions: Investment management and counsel for large institutional investors.