Who is Beese Fulmer? They are a Private Wealth Management firm founded in 1980. Dennis Fulmer and William Beese were both trust officers - and successful ones - at Harter Bank. But they wanted to focus more on helping the customer than on elevating the institution. So they left and created their own company with its own rules. The first principle was to gain a meaningful understanding of the customer and identify their needs in every instance. The second principle was to be unlike far too many other investors and do everything they do around rational investing. Over 30 years later, those two principles are still in place, as solid as always, with all of their investment experts more resolute about The Rules of the Rational than ever.