Inception
November 1991
Type of Business
Closely Held Corporation
Products
- Separately Managed Equity Portfolios
- Small Cap Growth Equity
- Mid Cap Growth Equity
- Large Cap Core Equity
- Financial Services Equity
- All Cap Equity
- Fixed Income Strategies
- Forward Mutual Funds
Investment Philosophy
Fundamental, Bottom-up Research Driven
Assets Under Management
$1.7 billion as of December 31, 2011
