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 & 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