Protecting Wealth. Growing Income.
Personal Touch. Collective Expertise.
Singularly Committed & Aligned
One Vision, Since Day One.
Giving Back. Lasting Impact.
Trusted InvestmentPartners
Hand Selected Team
Focuses on generating a high level of current income that will grow over time.
Focuses on providing protection in falling markets, while preserving the ability of capital to appreciate over long periods of time.
Focuses on dividend growth companies while integrating core beliefs surrounding sustainability, social impact and other ESG-related factors.
Focuses on owning small and medium-size companies with market capitalizations at purchase of between $200 million and $15.0 billion.
Focuses on owning small-size companies with market capitalizations at purchase of between $300 million and $6.0 billion.
Reduce Uncertainty. Increase Income.
Active Decision-Making Process.
Individual Attention. Customized Advice.
Independent. Experienced. Unique.
Focus and Protection.
Latest Commentary
Latest Market Discussions
Featured Insights
Market Review 3rd Quarter 2020
Read More
December 2020
Fifth Third Sells Several Businesses
Jim Russell quoted in the Cincinnati Business Courier
January 2021
Kroger Issues Millions in Debt
Jim Russell Quoted in the Cincinnati Business Courier
5/3 Bank Returns Jump Dramatically