managing individual securities, legacy positions, equity portfolios and fixed-income portfolios, tailored to meet each client's tolerance. Our team has a vested interest in performance, as our own holdings exactly match those don't charge any fees to allocate mutual funds, thus eliminating layers of costs. Our focus

. Our mission is to deliver superior long-term performance to our clients and to enable them to, U.S. and international equity strategies, fixed-income strategies, and asset allocation funds -- all managed in accordance with the