Institutional funds are perpetuities set aside to meet both current and future obligations, and we manage them as such. Our investment goals are to achieve both stability and preservation of capital and return from a combination of appreciation and a growing dividend stream.

We work with a variety of institutions, managing both equities and fixed income on their behalf. We schedule meetings with our institutional clients usually once each year, but more frequently if desired, at a place of their choosing. Our minimum investment for institutional accounts is $5 million.

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