Primary Focus on Large-Cap equities
GIPS audited performance – 12+ years
Recently opened to institutional and consulting relationships
Equity Strategies:
- Large-Cap Aggresive Growth
- Risk Averse Asset Management (RAAM); Core/Blend
- Balanced Growth (60% equities/40% fixed income)
Experienced Team: Robert Nichols, Ph.D. and Donald Bessler, CPA
- Extensive Institutional Experience
- Combined 60 years experience
- $17 billion collectively managed during their careers
