Investment Excellence.
Client Confidence.

“Our partnership focuses on building a portfolio of quality assets that when bought at attractive prices can create long-term results. We are passionate about our work and spend every waking day thinking about our clients’ financial well-being. Above all, we operate our firm and investment process with integrity and do our best to make you proud that we are a steward of your assets.”

Cory Whitaker signature

Cory Whitaker, CFA Founding Partner and Chief Investment Officer