A nine decade legacy
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Operations

Our broker-dealer is full-service, and provides custody services at no additional cost to our investment advisory clients. We take pride in being able to accommodate the special operational requests of clients promptly and efficiently, a service level not ordinarily found in the independent investment advisory market.  When you call with an operational request, such as a wire transfer or gift of securities, you will speak directly with our onsite staff, not a remote service desk at another company.