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Year in Review

KEY INDICATORS

47 Years | Operating as an SEC Registered Investment Advisor since 1977

$5.5 bln Assets under Advisement

10% 5-Year Annual Growth Rate of Assets Under Advisement

1,200 Clients

Serving Clients in 37 States

39% of Client Relationships Surpass 10 Years

98% Client Retention Rate

10 Board of Managers Members  

46 Associates

44% Increase in Associate Headcount since 2019