We are

• a seasoned investment team serving institutional clients, individuals, trusts, and governmental entities

• committed to providing personalized attention and customized portfolios for our clients

• responsive and available to communicate with our clients about their portfolios and market conditions

• able to incorporate our clients’ personal preferences and values into their portfolios

• 100% employee owned

• a firm that does not receive commissions, retainers, or hidden fees, because all of our revenues are derived from managing our clients’ portfolios

Meet Our Team

C. Russell de burlo, Jr., DBA

Founder, Portfolio Manager

Michael E. Shade, CFA

President & Portfolio Manager

Steve Kern, CFA

Vice President & Portfolio Manager

marion rockwood, CFA

Associate Portfolio Manager

Alison seavey

Treasurer

michelle joslin

Financial Analyst & Accounts Manager

dennis donoghue

Client Service & Operations Administrator