We are a private, independent Registered Investment Adviser based in Canton, Ohio serving both families and institutions. 

We are not like other wealth management advisors. On purpose.

We don't take on too many clients, so each portfolio manager can give careful attention to their clients.

We don’t sell insurance, make loans or draft estate plans, but our lengthy experience working with high net worth clients has given us valuable insight on these issues.

Since the Firm was founded in 1980, we have operated with a rational investment philosophy grounded in long-term ownership of carefully selected high quality companies with predictable growth, sustainable earnings, and disciplined capital allocation.

Beese Fulmer

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