We are a multi-strategy asset manager delivering sophisticated investment solutions.
It is our honor to have been serving investors for over 35 years. Our founder, Richard Shelton, established the company in 1985 with the same core values we embody today: growth, authentic client service, professionalism and compliance. We continue our legacy in serving the individual investor and understand our job is personal and important to our clients.
As of March 31, 2021, our firm has grown to manage over $3.6 billion in assets ranging from U.S. equity strategies, international equity strategies, fixed income strategies, ESG strategies and specialty classes. Download Form CRS.