What's Our Strategy?

Our Portfolio Management team is focused on delivering strong risk-adjusted returns for our clients. We do this through a dedication to both fundamental and quantitative research of equities, bonds and alternative assets. Our investment portfolios have been customized to meet the needs of our high net worth clients with considerable attention paid to diversification, risk, cost, tax efficiency and transparency.

(Click on a fund name for more information)

For illustrative purposes only. Past performance does not guarantee future results.
(1) Expected return includes price appreciation, dividends and interest. (2) Based on annual standard deviation

Portfolio Management Team


Andrew Mies, CFA®

Chief Investment Officer


Josh Buffolino

Vice President – Investment Management


Ammie Weidner

Asst. VP – Portfolio Trading & Operations


Will Horner

Associate – Investment Management





Amber Helms

Associate- Investment Operations