We endeavor to provide real value to clients through superior investment returns and exceptional service.
We maintain an entrepreneurial environment to motivate and empower employees to provide clients with the highest level of investment service.
We respect and support the communities we touch through sponsorship of local and national causes.
3rd Quarter 2019
|Assets Under Management||$278.1 Mil|
|Number of Employees||9|
|Percent Employee Ownership||67%|
|Investment Management Team||7|
Steven L. Sanders
Chief Executive Officer, Chief Investment Strategist
Philip H. Brown II
Wayne O. Leevy
Chief Operating Officer, Chief Financial Officer
Joseph E. Stocke
Chief Investment Officer, Partner
Kimberly A. Clarke
Chief Compliance Officer