Firm Historical Overview

Our firm was founded in 1974 on the principles of value investing and the commitment to provide differentiated investment strategies and high touch client service.  

For more than 40 years our disciplined investment approach has focused on preserving and increasing our clients’ assets. Throughout our history, we have expanded our investment management capabilities, always maintaining our commitment to providing clients with differentiated investment opportunities with a focus on long-term risk-adjusted performance.

We continued this expansion in 2012 through our formalized relationship with the St. Louis-based MLP and Energy Infrastructure team. Well-established U.S. Growth and Global Equity teams further diversified our investment team lineup in 2016 and 2017, respectively.


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