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We manage investment portfolios for individuals and institutions utilizing a value-oriented investment approach.

We invest where we find value. We aim to outperform the S&P 500 with less risk by using our unique value-oriented investment philosophy. Institutional and individual investors have trusted us to manage their equity portfolios for more than 25 years because of our independent and objective approach to investing.

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Detailed Information
  • Location TypeHQ
  • Opening Date1982
  • Annual Revenue Estimate$1 to 2.5 million
  • SIC Code show
  • Employees5 to 9
  • Contactsshow
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