Client Service


Our approach to serving clients is built upon the philosophy of creating a long-term partnership.
- Paul W.H. Trevor

Since 1974 we have provided our clients with specialized service and investment counseling.

Our mission is to understand our clients' objectives by identifying their ongoing needs, goals and concerns, to vigilantly monitor and communicate results.

We believe our firm's success has come from a disciplined team approach and the partnerships we have built with our clients. Our ongoing strengths have been the ability to deliver not only excellence in performance, but demonstrate for over thirty years our commitment to hands-on service.

Our proudest achievement is the trusted partnerships we have been able to build with our clients.