Naples, FL Office

The firm provides discretionary investment management and related advisory services to individuals, high‑net‑worth clients, trusts, estates and charitable organizations, acting as a fiduciary in portfolio construction and ongoing supervision. It manages roughly $88.5 million in client assets across about a dozen client relationships, delivering customized portfolios that may include individual equities, bonds, mutual funds and ETFs.

Investment decisions are driven by a proprietary research process that combines fundamental, technical and cyclical analysis with a focus on large U.S. companies and a blend of growth and value orientations. The firm generally takes a long‑term approach but may trade more actively for rebalancing or to address client needs; it may also recommend concentrated positions, retain legacy holdings for tax or fit reasons, and occasionally implement strategies through unaffiliated independent managers.

What distinguishes the firm is its very small advisory team and client base relative to its assets under management, which produces a high level of assets per client and a lean operating model. Senior investment and compliance responsibilities are consolidated within the firm’s leadership, one principal maintains material outside business activities (approximately 30% of her time), and support staff hold significant external roles, while the adviser participates on an institutional custody platform that provides technology and operational benefits.