Rhinebeck, NY Office

The firm provides discretionary investment management and comprehensive financial planning to individuals, high‑net‑worth clients, charitable institutions, foundations, trusts and U.S. corporations. It generally seeks clients with at least $250,000 for management and, per the brochure, manages over $1.38 billion in client assets across more than one thousand client families.

Investment management centers on balanced, value‑oriented portfolios implemented at the overall family level using fundamental and technical analysis and a risk‑segmentation profile tailored to clients’ goals. The firm emphasizes low‑to‑moderate risk allocations, typically avoids short sales, options, margin and commodities, and employs block trading and institutional research relationships to execute strategies.

Noteworthy operational features include longstanding family ownership since its 1978 founding and the management of a material pool of proprietary and employee assets, and the firm will accept appointments in fiduciary roles (for example, trustee or executor) that subject those arrangements to surprise custody audits. The firm does not vote client proxies (clients retain that responsibility) and does not charge performance‑based fees, practices that distinguish it from some peers.