Trusted

adj. / trus·ted / a strong commitment to protecting and growing client assets since 1969

Investing in your future. Invested in our history.

Our decades of experience lend us a solid foundation from which to invest. Our advisors have earned a reputation as dedicated decision-making partners, helping our clients focus on their future.

Experienced

adj. / ex·pe·ri·enced / adept at investing our clients’ assets

The practice, founded in 1969, has sought out new and different investment opportunities because we’re investors ourselves. We couple inquisitiveness with decades of investing experience.

$8B

Assets Under Management

1969

Practice Founded by David Knall

150

Years of Combined Investing Experience

Dedicated

adj. / ded·i·cat·ed / a long history of delivering exceptional service to our clients

Our clients rely on us to understand their needs and goals and act responsibly in their interest. We take time to listen, and we work proactively with you to plan the future of your assets.

Our Process

1

We listen.

Since we tailor our solutions to you, we start by listening carefully to your needs and goals.

2

We learn.

We’re students of investing. We’re continually looking to grow and learn, and we pass these new opportunities on to you.

3

We execute.

Think of us as more than just investors. We help you define your game plan and then execute on it. We’re there for you.

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