stocks on computer screen GUIDING INVESTORS THROUGH
NICHE INVESTMENT PRODUCTS
Our highly experienced management team embraces
the transition of wealth from generation to generation.
Learn more Our highly experienced management team embraces
the transition of wealth from generation to generation.
GUIDING INVESTORS THROUGH
NICHE INVESTMENT PRODUCTS

Core
Equity

SMA objective is growth and income investing primarily in large cap U.S. stocks with improving quality trends, business momentum, and attractive relative valuations.

Infrastructure Income

SMA objective is to generate risk adjusted income and growth investing primarily in infrastructure plays including midstream, utilities, and renewables.

Preferred
Equity

SMA objective provides diversified and dynamic exposure across the investment grade, high yield, agency fixed income and preferred equity markets as well as strategic opportunities.

Water
Opportunities

SMA objective is to generate above average total return by investing in regulated water utilities that benefit from above average returns on equity and have very stable and predictable cash flows.

Regional
Banks

SMA objective will focus primarily on regional and larger community banks. The emphasis is on institutions that have strong and or improving balance sheets with access to the capital markets, and seasoned managements.

Core Equity

SMA objective is growth and income investing primarily in large cap U.S. stocks with improving quality trends, business momentum, and attractive relative valuations.

Infrastructure Income

SMA objective is to generate risk adjusted income and growth investing primarily in infrastructure plays including midstream, utilities, and renewables.

Preferred Equity

SMA objective provides diversified and dynamic exposure across the investment grade, high yield, agency fixed income and preferred equity markets as well as strategic opportunities.

Water Opportunities

SMA objective is to generate above average total return by investing in regulated water utilities that benefit from above average returns on equity and have very stable and predictable cash flows.

Regional Banks

SMA objective will focus primarily on regional and larger community banks. The emphasis is on institutions that have strong and or improving balance sheets with access to the capital markets, and seasoned managements.