Our mission: to make a material and positive impact in the lives of our clients.

Our clients deserve first-rate investment performance, thoughtful strategic advice and the highest level of service.

-Mike Hankin, President and CEO

Service—to our clients and our communities—is in our DNA.

I believe that a self-interested life would be empty. Service to others makes one a whole person—it benefits communities and also encourages personal growth.

-Truman Semans, Senior Advisor


As a firm, and as individuals, we are deeply committed to the communities where we live and work.