Our Firm

We are an active investment manager dedicated to serving financial advisors, institutional investors, private wealth clients and RIAs with a broad range of equity and fixed income strategies. We combine deep expertise with a hands-on approach to navigating markets, and our commitment to superior client service and disciplined investment management has helped us build lasting partnerships.

Hear more from our Founder-Chairman Harold Kotler and CEO Tom Powers, about who we are and what we do in this video.

About Our Firm

Latest Updates

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Municipal Bond

Municipal Bond Snapshot September 2026

Municipal bonds sold off sharply in September, but higher yields and improved relative value may create a more attractive starting point for investors.

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Macro

The Midterm Market Pattern

History suggests the 15 months surrounding a midterm election have been favorable for stocks—but interim declines are common, making patience and discipline essential.

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Taxable Bond

Taxable Bond Snapshot September 2026

Yields moved significantly higher across the curve in September, as the Federal Open Market Committee (FOMC) delivered a rate hike for the first time since 2023.

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Macro

Why Bonds Are Paying More

Bond yields have risen as investors reassess Fed policy, inflation and the cost of lending for longer. Global Strategist Bill Sterling explores what higher starting yields mean for bond investors.

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Wealth Insights

Gifting Wealth to the Next Generation: Choosing the Right Account

Explore UTMA/UGMA accounts, 529 plans, and 530A Accounts, and learn how families can align gifts for children and grandchildren with their broader financial goals.

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Taxable Bond

Taxable Bond Snapshot August 2026

During August, the yield on the 30-year Treasury Bond hit a post-Global Financial Crisis (GFC) high of 5.34%. Subsequently, Treasury Secretary Bessent surprised the market by announcing plans to increase the size of buybacks for longer-dated US Government Bonds, briefly pushing yields lower.

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Matthew Shumaker, CFP®, CWS®

A people-focused firm

Meet the Team