Firm Overview
Investment Management
Consulting
Alignment of Interests
Financial Market Commentary
Form ADV Part I
Form ADV Part 2A
Management Team
Robert M. Holt, Jr, CFA
Michael J. Simon, CFA
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  • Robert M, Holt, Jr, CFA (Managing Partner)
  • Michael J. Simon, CFA (Partner)
  • Kelly Murray (Office Manager)
  • Jenna L. McGill (Operations Manager)