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

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Municipal Bond

Municipal Bond Snapshot June 2026

Municipals posted modest gains in June as strong investor demand more than offset another heavy month of supply.

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Taxable Bond

Taxable Bond Snapshot June 2026

Rates sold off, led by the front end of the Treasury curve, while longer-term Treasuries held up better. Investors shifted their focus from the conflict in Iran to the Federal Reserve and the domestic economy, as the market increased expectations for potential rate hikes.

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Domestic Equity

Building Durable Growth Through Discipline and Research

As investors look beyond the largest companies for growth opportunities, small and mid cap equities continue to offer a broad and dynamic investment landscape. Joe Craigen discusses the team’s long-term, bottom-up approach to investing and thoughtful risk management across market cycles.

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Taxable Bond

How the Fed Affects Different Parts of the Yield Curve

How much of the yield curve does the Fed really control? Discover the factors that influence bond yields and why different maturities behave differently.

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Macro

Picks and Shovels for the AI Era

As AI spending races toward nearly $1 trillion annually, the most reliable winners may be the suppliers building the infrastructure, not the companies betting on AI's future revenues.

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Taxable Bond

Taxable Bond Snapshot May 2026

Rates sold off while most risk assets rallied as the US and Iran inched closer to reaching a deal and extending the ceasefire in the Middle East. Economic data and robust corporate earnings growth also provided support.

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A people-focused firm

Meet the Team