Jamey Cappello

We are a team of brokers and Investment Advisors who manage money for our clients on a discretionary basis. Diverse in business experience and perspective, we take a research-intensive, generalist approach to evaluating securities companies. Our client portfolios reflect the best opportunities we find, assembled stock by stock, and balanced to control risk. Because we aim for capital appreciation, we don’t restrict ourselves to sectors or market caps, preferring instead to focus on industries and businesses experiencing significant unrecognized change. As a group, we share a core belief that thoughtful and persistent research coupled with disciplined risk-taking will yield outsized returns over time.