We believe in an unbiased,
independent and objective investment
approach based on time-tested
From Madison, Wisconsin—on the isthmus between lakes Mendota and Monona—we provide investment management and advisory services to clients worldwide.
Our firm is 100% equity-financed. As fiduciaries, we manage client assets with a dedicated focus on quality, valuation and helping clients steward irreplaceable wealth.
We invite you to read more about our team, our approach and our proprietary core equity strategies.