Who We Serve

Now in our third generation of ownership, we still operate on the principles of our founders, Frank Lawson and Ken Kroeker.

This is important because in an industry that’s increasingly commoditized, you need a firm that embraces a contrarian mindset. In the words of Tom Sudyka, Portfolio Manager, “Winning is not defined by how most Wall Street people would see it, or by an ad on television. It’s about the client’s success.”

We build individual portfolios of stocks and bonds for:

  • Taxable Accounts
  • Retirement Accounts
  • Trusts, endowments and foundations
  • Proprietary mutual fund

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