Who We Are

Registered Investment Advisors

  • Providers of SMA portfolio management services as a sub-advisor to asset managers & investment professionals
  • Combined 60+ years of industry experience
  • Dividend focused team & strategy since 2010

What We Do

Arm Investors for the Future

  • Deliver a high-quality, transparent, dividend-focused portfolio offering
  • Focus on maximizing returns while defending against market volatility
  • Empower investment professionals to prepare their clients for retirement, education funding, wealth transfer objectives, etc.

What We Offer

Long Term Focus

  • 100% equity portfolio providing a defensive approach with focus on high-quality companie
  • Risk mitigation and consistent growth potential owed to a focus on transparency, quality, and diversification
  • Transparent portfolio of Russell 1000 Value companies exhibiting long-term, consistent performance with tax efficient growth and low turnover