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Wise Enough to Think Differently

Committed personal portfolio guidance for preservation and growth

Hyper-personal Portfolio Management

Built around you, your objectives, and dreams. It's unique to you, there's no template or formula.

Strategies integrate both measurable and intangible goals.

We support individual and shared portfolios

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Portfolios evolve to accommodate your changing needs and life events

Portfolios Designed to Weather Life's Surprises

Master-plan strategies are balanced, first with portfolio preservation, then with responsible growth.

Methodical compounding relies on mitigating portfolio risks. That’s where we come in

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Guidance and Services Based on Decades of Experience

Our long-term results and client relationships have driven their enduring success, and ours too.

Practical, careful, and opportunistic

Many clients have trusted us for over 30 years

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Woman Founded in 1989

Highly Personalized Attention

Independent Thinking

We think differently

We’re contrarian thinkers and happily work with clients who are also

Our mix of clients are as different as they are remarkable and we honor that in everything we do.

We love the diversity of our long-time clients, and newer ones too

Building strong relationships...

We proudly serve all types of families and households

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Comprehensive asset management services...
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We keep in touch with our clients...
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We quarterback communication...
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Together at the Top

Top Portfolio Risks

1.

Portfolio Risk Taking Doesn’t Match Investment Objectives

2.

Spending Not Accounted For

3.

Not Taking Enough Risk

The Team

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Georgia Bennicas

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Michael S. Dunn

Our Thoughts on Important Topics

Trip Planning

Time to chart a new course?