The Firm
Founded 1957
Client assets $250 million
Registered investment adviser
Structured as a broker-dealer
Member FINRA, SIPC
Managed as a boutique
Clean, simple business model
Professionals, not asset gatherers

Our Clients
Wealthy individuals
Trusts
Pension plans
Charitable foundations
Funds of funds
Decades-long relationships
$500,000 minimum account

Our Investment Style
Eclectic, opportunistic
Highly sensitive to price
Tailored to client needs
Constant monitoring
Many information sources

Top Holdings
Seneca Foods
Birchcliff Energy
Gasfrac Energy Services
Bristol-Myers Squibb
Canadian Oil Sands
Wal-Mart
Intel
Fidelity National Financial
Calpine
Newmont Mining

(Holdings updated December 2011.  Managed accounts only.)

 Read our important notice about risks.

View ADV Part II Replacement Brochure describing the firm