ur firm is a Boston-based, SEC-registered investment advisor established in 2006 with GIPS-verified investment performance. We are an emerging woman and minority owned firm.
Our general approach is alpha generation in the context of capital preservation. We perform all our own fundamental research, and we meet with over 300 companies per year. We integrate ESG considerations into our investment decisions.
Our clients consist of institutions, high net worth individuals, and family offices. We offer custom and separately managed accounts including balanced, all-cap, small-cap, and international.