Personal attention, clear communication, and a passionate drive to earn your trust every single day.

Those are the organizational values and culture our firm is built upon. Prudent investment management is about more than just expertise and insight – it’s about the individual character of each and every team member.

J. Barton Riley, CFA

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H. Barton Riley, CFA

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Janna M. Forte

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Peter Shouvlin

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Clare Maloney

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J. Barton Riley, CFA

H. Barton Riley, CFA

Janna M. Forte

Peter Shouvlin

Clare Maloney

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