We are

• a seasoned investment team serving institutional clients, individuals, trusts, and governmental entities

• committed to providing personalized attention and customized portfolios for our clients

• responsive and available to communicate with our clients about their portfolios and market conditions

• able to incorporate our clients’ personal preferences and values into their portfolios

• 100% employee owned

• a firm that does not receive commissions, retainers, or hidden fees, because all of our revenues are derived from managing our clients’ portfolios

Meet Our Team

Michael E. Shade, CFA

President & Portfolio Manager

Steve Kern, CFA

Vice President & Portfolio Manager

marion rockwood, CFA

Associate Portfolio Manager

Alison seavey

Treasurer

michelle joslin

Financial Analyst & Accounts Manager

dennis donoghue

Client Service & Operations Administrator

In memoriam: C. Russell de burlo, Jr.

Founder