OUR VISION
Client Focused
We endeavor to provide real value to clients through superior investment returns and exceptional service.
Employee Powered
We maintain an entrepreneurial environment to motivate and empower employees to provide clients with the highest level of investment service.
Community Citizenship
We respect and support the communities we touch through sponsorship of local and national causes.
FIRM OVERVIEW
2nd Quarter 2020
| Assets Under Management | $242.6 Mil |
| Number of Employees | 9 |
| Percent Employee Ownership | 69% |
| Investment Management Team | 7 |
EXECUTIVE TEAM
Steven L. Sanders
Chief Executive Officer, Chief Investment Strategist
Philip H. Brown II
President, Partner
Wayne O. Leevy
Chief Operating Officer, Chief Financial Officer
Joseph E. Stocke
Chief Investment Officer, Partner
Kimberly A. Clarke
Chief Compliance Officer