-David Massart, President & Founding Partner
"...we don't represent any institution. We represent our clients."
100+ years combined experience:
Experienced where it COUNTS.
“We are known for providing world-class advice on a first-name basis.”
“Our custom solutions differentiate us from other firms.”
“Clients appreciate the genuine level of care and attention to detail we show them.”
Our Notable Recognitions:
The opportunity to help clients protect and grow their wealth and not having to "sell our soul" to reach Wall Street profit targets.
As long-term, opportunistic investors, the single biggest challenge we face is maintaining discipline, confidence, and patience during extended bear or bull markets. And, any years like 2000 and 2008.
I love making a difference for the two communities we serve: our clients and our associates. Our independence and freedom for us to "do the right thing" every day is awesome.
I am passionate, have a strong work ethic, an unwavering commitment to build a client centric culture, and integrity. People know that I care and trust me.
It’s there for them to enjoy, to create opportunities, to be generous with, but not to be a burden.
I’m one of the founding partners, so it is difficult to imagine not working at the firm.