The Firm

TSBJ was founded by four principals in 1974: Paul Trevor, E. Nicholson Stewart, Ray Burton and George Jacobsen.

Located in New York City, the firm is a SEC registered investment advisor under the Investment Advisors Act of 1940 and is a completely independent corporation, deriving all of its revenue from asset management fees. Since its inception, the firm has offered its top-down investment process to prospective institutional and individual clients with fixed income or equity accounts.

More than that, we are a highly focused service organization where the emphasis is on establishing productive, long term partnerships with our clients. Our investment professionals provide decades of experience and share our corporate vision:

  • Know and understand each client's objectives and concerns
  • Manage each client's assets diligently and with sound judgment
  • Grow our firm by serving each client well.

We have the unique ability, proven over the years, to think independently in assessing market directions. We believe our proudest achievement, by far, is the trusted partnerships we have been able to build with our clients.