Our team consists of three generations of portfolio managers. Each member has a strong research background and operates from a solid general industry and company specific knowledge base. The team is seasoned (average 30+ years experience) and committed to adhering to our time-tested process. Personal involvement with clients in an environment managed to exceed partner expectations is a core commitment from each portfolio manager
* Firm experience combines time of Todd Asset Management LLC along with Todd Investment Advisors and its predecessor firms.