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Werechangingourname.Notourcalling.Wearenotchanging.Werepeelingbackthelayerstoreafrmwhatwestandforandevolvingtoprovideevengreatermorecomprehensiveservice.Clientswillcontinuetoenjoythelevelofcaretheyvecometorelyonandtheyllseethesamefaces.FredWilliamswillcontinuetoleadtheteamjoinedbythereturnofhisoriginalco-founderTomDonaldson.Todaysteamalsoincludessixportfoliomanagersfourassociateportfoliomanagersandtwoadministrators.Newtechnologyabundantresourcesindependentcustodiansandancillaryconsultingserviceswillsupportthisteam.Weveinvestedinnewclientandwealthmanagementsoftwareaswellasresearchtoolstoenhancecommunicationallowustoworkmoreefcientlyintroduceadiversityofideasanddeliverbestresults.Wereexcitedtobuildonourpastanddeliveronourbrandpromise.TogetherletsbuildasecurefutureandenjoylifeTomorrow