By using this site for file transfer (the “Site”), you (“User”) acknowledge and agree to the following:
  • The Site is maintained and operated by a third-party vendor, Citrix Systems, Inc. (the “Vendor”), a company that is not affiliated with Ingalls & Snyder, LLC (“Ingalls”). While Ingalls has selected the Vendor based on its belief that the Vendor has commercially reasonable safeguards designed to (i) ensure the security and confidentiality of any non-public information (“Information”) transmitted using the Site, (ii) protect against any anticipated threats or hazards to the security or integrity of Information transmitted using the Site and (iii) protect against unauthorized access to, or use of, Information transmitted using the Site, Ingalls does not exercise any control over the Vendor’s systems and cannot guarantee the privacy and security of any information you choose to transmit using the Site.  
  • Access to the Site is granted by Ingalls so that you may utilize the Service for your convenience at your sole discretion. Ingalls has no liability for any loss, claim, or other damage that results from unauthorized access to any Information transmitted using the Site. User is solely responsible for the security of Information stored locally on the User’s computer or device as well as any email account User may use to receive and send links to the Site to transmit or receive documents.
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Exceptional guidance and unwavering commitment. Our difference as a firm is captured by our core beliefs.

Custom Portfolio Management 

Our unique approach to investing provides active management of your portfolio based on your goals, preferences and needs. You are free from the constraints of passive investment vehicles and funds. Overall, we believe clients receive higher quality personal services at lower costs than traditional active management solutions.


There is no middleman or hidden team handling investment research and directives. You have full transparency of your accounts as they are invested. Clients speak directly with the professionals actually managing their money.

Enduring Partnerships

Long-term relationships and a multi-generational approach to managing investments and wealth are at the forefront of our approach.

Aligned Interests

As an employee-owned company, our own money is at work in our business every day. We consider it a privilege to serve our clients investing their money alongside our own.


We are passionate about recognizing that each client is unique in their financial situation and investment needs. The size of our firm allows us to engage with clients on an agile basis and take advantage of opportunities as we identify them.


Stability is fundamental at our firm. We take a conservative approach to risk as we guide our clients and our firm into the next century.