What makes us different?
Our ambition as investment managers is to identify high-quality assets, both in the market and in the workforce. We’re proud of our team of investment and client experience professionals. All are committed to superior academic achievement, an unwavering commitment to business ethics and high-level investment expertise. As a group, we’re committed to maximizing the wealth of our clients and giving them the best service in the industry.
Leveraging our history of managing portfolios for the high net worth (HNW) investor, we embody the core values of our founder, Richard Shelton. Our core values are commitment to growth, delivering authentic client service, and adhering to the highest level of professionalism. We understand that our job is both personal and important to our clients.