We focus on developing original ideas and identifying investments using our own research. Then, we construct portfolios that are oriented to the objectives and time horizon of each client. It is the difference between trading and investing and in my view, is critical to our mission.

Merry Mowen


Baltimore, MD

100 International Drive
5th Floor
Baltimore, MD 21202
(844) 200-1919

Cincinnati, OH

600 Vine Street
Suite 2000
Cincinnati, OH 45202
(800) 654-5777

New York, NY

640 Fifth Avenue
9th Floor
New York, NY 10019
(866) 566-0425

Philadelphia, PA

Two Logan Square
Suite 1850
Philadelphia, PA 19103
(800) 806-2732