Experience can be defined as knowledge or practical wisdom gained from what one has observed, encountered, or undergone. We have been investing in the financial markets since 1980. We experienced the first great recession in 1981, the boom years in the 1990’s, the technology bubble in 2000 and the financial crisis in 2008.
Our firm has over 30 years of combined investment management experience. This includes managing billions of dollars in mutual funds, collective trust funds and portfolios for high net worth individuals. We focus on risk-controlled investment management.
With our institutional experience, we bring LaSalle Street to Main Street. We focus on the specific risk characteristics of potential investments with as much vigor as we evaluate the potential reward. We continue to do institutional investment management consulting for institutions and family offices. As a result we maintain our institutional contacts and resources which we utilize to benefit our clients.