|
|
 |
 |
| GENERAL BACKGROUND
INFORMATION |
|
- Managing Portfolios From Greenwich/Purchase Area Since
1970s
- Independent Investment Management Firm Owned by the
Principals
- Acquired Douglas, Noyes investment firm in
2005
- Focus on Private Clients, Families and Small
Institutions
- Serving approximately 150 primary relationships
worldwide
- $225 Million Under Management
- Equity, Fixed Income and Balanced Account
Management
|
|
|
|
