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“Our emphasis when managing money is the same for clients as it is for our own portfolios… growth, reasonable valuations and quality.”

Andrew Burns, CEO

Liberated.

Our boutique model is powerful. Independent from Wall Street and big banks, our exclusive focus is the preservation and growth of investment capital; we do not sell financial “products” or earn commissions. Because we manage hundreds of millions – instead of trillions – in assets, we have the freedom to employ in-house research with an unwavering focus on quality throughout market cycles. We put our clients’ best interests first – every time.

Liberated.

Our boutique model is powerful. Independent from Wall Street and big banks, our exclusive focus is the preservation and growth of investment capital; we do not sell financial “products” or earn commissions. Because we manage hundreds of millions – instead of trillions – in assets, we have the freedom to employ in-house research with an unwavering focus on quality throughout market cycles. We put our clients’ best interests first – every time.

Want to learn more about our approach?

Responsibility of Wealth

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