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OUR STAFF

We are a staff of unique talents, with a variety of financial, investment and business experiences.
These combined experiences provide a perspective and knowledge of investing that, we believe, sets us apart as an investment team.

To this experience we add real involvement in research - "real" in that we truly know every company in which we invest and build our client's portfolios. In-depth research, combined with years of experience, enables us to offer our clients sound business decision and solid investment management.

PORTFOLIO MANAGERS Years
With Firm
Years
With Industry
Marilee K. Awe 11 14
L. Edward Knox, CFA 11 27
Jerry B. Love, CPA, CFP 9 37
Dorsey M. Martin, CMA, IACCP 20 20
Michael L. Mueller, CFA 21 31
Charles D. Wattles, CFA 14 27
AVERAGE YEARS 14 26


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