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Our Clients

We work closely with municipalities, corporations, money managers, and high-net-worth individuals. We also have broad experience advising public endowments, trusts, 401(k)s, and private retirement plans.

Our GARP Approach

GARP_3.jpgOur growth at a reasonable price (GARP) approach combines aspects of value and growth investing to seek out stocks that are slightly undervalued, but are still expected to have strong earnings growth in the future.