"We believe that active management focused on fundamental research and bottom-up security selection applied by properly motivated teams of skilled and experienced people will add value over time."


Our Clients

REPRESENTATIVE INSTITUTIONAL CLIENTS


Angelo State University

Aurora Health Care

Betty Ford Center

Board of Higher Education and Ministry of the United Methodist Church

Citigroup Institutional Trust Company

Florida State Board of Administration

Hamill Foundation

Hess Corporation

Houston Grand Opera

Kelly Gene Cook, Sr. Charitable Foundation, Inc.

Methodist Hospital

Montana Board of Investments

Pacific Life Insurance Company

Principal Financial Group

Roman Catholic Diocese of Orange

Santa Barbara Museum of Art

Santa Clara University

Southwestern University

Stewart Title

Texas Medical Association

Texas Woman’s University

The Community Foundation of Louisville

The Leukemia & Lymphoma Society

Trull Foundation

University of Dallas

University of San Francisco

Ventura County Community Foundation

Wortham Foundation